Here's how to get started:1) If you don't already have one, create an IRA to receive the funds in your Betterment account (click "Add Goal or IRA" at the top right hand side of the Summary page).
2) Click the gear symbol on your IRA on the Summary page, select "Rollover Money from an IRA/401(k)" as shown below and follow the prompts:
You'll answer a couple questions, and receive an email with the full, personalized instructions (how the check should be made out and where it should be sent) to complete your rollover.
Please note that Traditional funds must be rolled over into a Traditional IRA and Roth funds must be rolled over into a Roth IRA. If you aren't sure which type(s) of funds you have, contact your current provider or HR representative. You can always convert a Traditional IRA into a Roth IRA after the rollover.
To see if your retirement plan is eligible to be rolled over into a Roth or Traditional IRA, please check the IRS Rollover Chart. You can also check out our guide to retirement plans.
How do I convert my Traditional IRA into a Roth IRA?
How do I rollover my IRA into Betterment?
Can I rollover an Inherited IRA/401(k) or other retirement plan into Betterment?
What kind of retirement account do I have?