Take the complexity out of
retirement rollovers
Rolling over funds from a previous retirement plan shouldn’t be confusing or time-consuming. Whether you’re changing jobs, switching providers, or consolidating accounts, WealthRabbit helps you roll over your funds with ease.
Fully digital process
No printing, mailing, or faxing needed. Complete your rollover online with easy, guided steps from start to finish.
Support for major plan types
WealthRabbit makes it easy to roll over funds from most standard retirement accounts.
Real-time status updates
Track your rollover progress in your dashboard with up-to-date notifications every step of the way.
Tax-smart transfers
WealthRabbit makes your rollover seamless—protecting your savings and preserving your tax advantages.
How to rollover your 401(k) to WealthRabbit
Move your retirement savings in minutes — no paperwork, no penalties, fully guided.
Open Your IRA
Set up a Traditional or Roth IRA that matches your 401(k) type.
Contact Your Administrator
Reach out to your 401(k) provider and request a rollover to WealthRabbit.
Share Account Details
Provide your WealthRabbit account number and ensure check is made payable to Apex Fintech Solutions
Watch Your Money Grow
Funds arrive in 5–15 business days and are auto-invested in your portfolio.
Funds are transferred securely via Apex Fintech Solutions. You'll receive a notification as soon as they're credited to your account.
Check Payment Details: Apex Fintech Solutions (for WealthRabbit)
Mail the check to: Apex Fintech Solutions, ATTN: Banking Department, PO Box 133069, Dallas, TX 75313.
Say goodbye to rollover headaches
We take care of the heavy lifting so you can focus on what’s next—not chasing down signatures or mailing forms.
No physical paperwork
Everything is done online—fast, easy, and secure.
Expert guidance
Our team is here to support you through the rollover process via phone email or chat!
One place for your retirement
Bring your savings together for smarter investing and easier tracking.
Frequently asked questions
WealthRabbit supports rollovers from most common retirement plans, including:
- 401(k) and 403(b) plans from former employers
- Individual IRAs (Note: rollovers from Roth IRAs into a SIMPLE IRA are not permitted)
- SEP IRAs
- SIMPLE IRAs (after a two-year holding period)
For further assistance, please contact WealthRabbit support.
A direct rollover is when your current provider sends your retirement funds directly to WealthRabbit. This is the simplest and most secure method—there are no taxes withheld, no deadlines to meet, and no risk of penalties. It’s also the method we recommend.
A 60-day rollover is when you receive the distribution yourself, typically as a check. You then have 60 days to deposit the full amount into your WealthRabbit account. If taxes were withheld upfront, you’ll need to cover that amount out of pocket to avoid it being treated as a taxable distribution.
When done correctly, most rollovers are tax-free. A direct rollover avoids taxes and penalties entirely. With a 60-day rollover, you must redeposit the full amount (including any tax withholding) within 60 days, or the IRS may treat it as a distribution, potentially triggering income taxes and early withdrawal penalties.
Yes, a two-year waiting period applies. Rollovers from qualified retirement plans (e.g., 401(k), 403(b)) or other IRA types (e.g., SEP, Traditional) into a SIMPLE IRA are permissible only after two years from the original establishment date of your SIMPLE IRA plan. For further assistance, please contact WealthRabbit support.
Retirement planning that supports your success
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