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Knowledge Base Article

ACH transfers to or from IRAs

Can quarterly ACH transfers be used for contributions or withdrawals to/from IRAs?

We currently do not offer ACH transfers directly into or from your IRA. We do offer share to share transfers from either Checking or Savings into your IRA for normal contributions.

As an online banker, you may set up scheduled transfers yourself online. If you are not an online banker, send us the completed Scheduled Share Transfer form and we can set them up for you.

To take a withdrawal from an IRA, you must complete either a Traditional IRA Withdrawal form or a Roth IRA Withdrawal form.  This form may be returned by mail, fax or you may now upload it to us through your account within Online Banking's Secure Email.