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When to do an IRA rollover?

Simplify your life with Finhabits. Learn more about our Traditional IRAs here >

When you switch jobs and can't (or don't want to) transfer your savings to your new employer-sponsored plan

When you have multiple retirement savings accounts (401k or Traditional IRAs) and want to consolidate them


You don't need to be an expert to invest your money successfully. Finhabits does that for you.

Follow these 3 easy steps:


Open a new Finhabits Traditional IRA

If you already have one, you’re ready for the next step


Contact your old provider(s)

Tell them you want to make a direct rollover to a Finhabits IRA


Talk to a Finhabits agent

Let us know if you have any questions. We’re here to help!

Download Finhabits

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You don't need to be an expert to invest your money successfully. Finhabits does it for you.


Security is everything

We manage your data with the same care as a bank.

There’s nothing more important to us than keeping your money and personal information safe and sound.


Finhabits is an SEC-registered investment advisor. With Finhabits, you can count on bank-level security that includes a 265-bit SSL-encrypted connection on our site.


And you can rest easy, since your money is held in accounts insured up to $500,000 by SIPC.

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More than 80,000 people have already invested with Finhabits!

Our services include:


Automated deposits

Finhabits lets you schedule weekly, biweekly, or monthly deposits. You can start with $10, $100, or $1,000. You decide!


Bilingual mobile app

Use Finhabits to monitor your investment accounts and manage your deposits and withdrawals.

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Dividend reinvestment

All the dividends you earn are reinvested to purchase more shares. This helps accelerate the power of long-term compounding in your investments.


Educational videos and podcasts

Learning about money and financial habits can be difficult. That’s why the Finhabits app includes educational videos and podcasts about building good financial habits.

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Portfolio rebalancing

Finhabits rebalances your portfolio regularly to ensure an appropriate asset mix for your investments.

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Bilingual support

Our team is based in the U.S. and is ready to help you in both English and Spanish!

Frequently asked questions

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If you've scrolled this far, it's because you care about your future

Invest your money with a real strategy
Take the first step today.

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