How do I know my IRA account type?

You can find your Swell account type by logging in to your account and selecting the "Manage Accounts" option from the "Settings & Info" option from the navigation bar. You will find your account type(s) listed on the following page.

If you want to determine the type of IRA you hold at another investment firm, check one of your account statements -- it's typically listed there. 

If you can't access your statements, you can reach out to your current provider. Knowing your account type before transferring an account is key to transferring it into the correct account here at Swell. For example, if you currently have a Roth IRA, your assets will be transferred to a Roth IRA.

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