To transfer funds from another financial institution to Farther, first select the account you’d like to transfer and click “Transfer funds.” You’ll then need to confirm the account type and the name on the account to make sure it is allocated to the correct Farther account. If you’re not sure what the account type is, let us know and we’ll work with your other financial institution to confirm.
Employer-sponsored retirement accounts like 401(k)s, 403(b)s, and TSP accounts typically require you to reach out to the financial institution that manages your old account and provide details on the destination account. You’ll need the following information to direct your funds via check or wire:
Payable to: Apex Clearing FBO [full name on your account]
Memo: [your account number] - you can find your account number on your monthly statements
APEX Clearing Corp. c/o BroadRidge
Attn: BPO Treasury Dept.
2 Gateway Center 16th Floor
283-299 Market St.
Newark, NJ 07102-5005
FBO: APEX Clearing Corporation FFC: [full name on your account], [your account number] - you can find your account number on your monthly statements
Account number: 3713286
Routing number: 071000288
111 West Monroe Street
9th Floor Center
Chicago, IL 60603
If you run into any difficulties at all, reach out to us via chat, phone at 855.71GOFAR (855.714.6327), email at firstname.lastname@example.org, or schedule time with an advisor, and we’ll be happy to walk you through it.