IRA

The IRA functions on the Manage Account screen include:

IRA Activity - View IRA contributions and distributions for each tax year going back to 2016.
IRA Conversion - Perform a full conversion from your Traditional, Rollover or SEP IRA account to a Roth IRA account.
IRA Recharacterization - Perform a recharacterization from your Roth account to an Traditional, Rollover or SEP IRA account.

For more information about our IRA accounts, see the IRA Information. page on our web site.