Our client success team here at Zoe is happy to help you rollover a previous 401(k)* into a Zoe IRA account. Here are the steps to get that done.
Step 1: Schedule Your Rollover Call
The first step is to book time with a Zoe Client Success Manager. During this call, we’ll walk you through the rollover process and answer any questions.
Book your call here:
https://meetings.hubspot.com/sarah1893/client-success-meeting
Step 2: Upload Your 401(k) Statement
Before your call, please upload your most recent 401(k) statement. This helps us review your plan and prepare the next steps.
Upload securely here:
https://www.dropbox.com/request/xWoHFSIpRO4hWvSHNMRw
Step 3: Speak With Our Client Success Team
During your scheduled call, your Client Success Manager will:
Review your uploaded statement
Walk you through the rollover process
Collect any required information
Provide mailing instructions for your rollover check (if needed)
After the call, we’ll send you a full recap with everything we discussed and your next steps.
Step 4 (If Needed): Mail the Rollover Check
If your current provider requires you to request and mail a check, here’s how to do it:
Make the check payable to:
FBO: [Your Name & Account Number]
Apex Clearing Corporation
Attn: Banking Department
350 N. St. Paul St., Ste. 1300
Dallas, TX 75201-4229
Don’t worry — we’ll include these instructions in the post-call recap so you have them in writing.
Step 5: Receive a Recap Email
After your call, you’ll receive a detailed email summarizing:
What was discussed
What you need to do
What to expect next
We’ll also copy your financial advisor, so everyone stays on the same page.
Step 6: Confirmation of Deposit
Once your rollover check is received and processed by our custodian, you’ll hear from us right away with a confirmation and next steps.
*NOTE: To rollover a 401(k) plan, you need to have left the employer that sponsored the plan. Most often, plans take about 2 weeks or 1 payroll cycle to refresh for a rollover.
Need Help?
Email us at [email protected] or give us a call at (+1) 646-264-4449.
We’re here to make this easy and stress-free.