What if I choose an account type and want to change it later?

If you choose one account type, but at a later date you believe you will be better suited by another account, you will need to contact Honest Dollar to process the closure of the first account, opening of the new account, and transfer of funds. Please note that our ability to process such requests will be subject to applicable law, as certain types of transfers are not permitted by law (e.g., from a Roth IRA to a Traditional or SEP IRA).

Honest Dollar does not charge a fee for this service, but our custodian, Apex Clearing Corporation, may have a cancellation fee per account.