How can I rollover into/out of my Digit Retirement account?

Rolling over into Digit Retirement

It is not possible to roll over an outside IRA into your Digit Retirement account at this time.

Rolling over out of Digit Retirement

It is possible to rollover a Digit Retirement account into a new account at a new receiving brokerage.


In order to do this, Digit will work with our brokerage partner, DriveWealth, to initiate your rollover request. Rollovers are performed directly between DriveWealth and your receiving brokerage. Digit's role in this process is to provide your account information to DriveWealth and help answer any questions you may have along the way.

The first step is for you to work with your receiving brokerage to complete an IRA Withdrawal Form. This form will differ slightly based on your Retirement account type - Roth or Traditional IRA. In order to complete these forms, you will need to have your DriveWealth Account ID handy.

Our support team will provide your DriveWealth Account ID, along with the IRA Withdrawal Form, when you email us at help@digit.co to initiate the rollover process.

Once you’ve completed the IRA Withdrawal Form and sent it back to us, Digit will work with DriveWealth to ensure your rollover request is processed.

As rollovers are a manual process between DriveWealth, our brokerage partner, and the receiving brokerage, rollover requests can take a few weeks to complete.

To get started with this process, please reach out to us at help@digit.co!