Can a customer close their Individual retirement account (IRA)?

September 21, 2022
October 25, 2022
  1. YES- The client can request to close the IRA and proceed with one of the following closeout options:
    • Quontic can transfer the funds ACH electronically to a checking or savings account
    • Quontic CANNOT transfer or rollover from an IRA into another IRA in a different institution
    • A check will be mailed to the client’s address on file
    • The check will be mailed through FEDEX