If you have an old Xerox 401(k), you have a few options, but rolling your funds over into a Tradestation IRA is a great way to keep track of your savings and make sure you’re in control, not your former employer.
We’ve made it easy to roll over your Xerox 401(k) into a Tradestation IRA:
Step 1
Get your Tradestation IRA ready
Most people who choose to do a 401(k) rollover move their funds into an IRA (or individual retirement account). IRAs give you more control over your savings and investments because they aren’t limited by the terms and fees negotiated by your employer.
We can use your existing Tradestation IRA if you have one, or help you open the right type of IRA with Tradestation depending on your 401(k) situation!
Step 2
Submit your Xerox & Tradestation info
We just need a few details about you in order to verify your identity and authorize the transfer from Xerox to Tradestation on your behalf.
Step 3
We’ll handle the rest
Our team of experts help ensure your Xerox funds make it to Tradestation and are safely deposited into your IRA with no unexpected tax implications!
Get connected with a rollover expert
We’ve moved hundreds of Xerox 401(k)s into a Tradestation IRA. Rest easy knowing you have an expert in your corner throughout the entire process.
Xerox 401(k) Details
Tradestation IRA Details
