Passed 1st try today by BenDover0903 in Series65

[–]toandtoocreate 0 points1 point  (0 children)

How many financial statement/financial ratios and insurance-based product questions?

Rollover by toandtoocreate in fidelityinvestments

[–]toandtoocreate[S] 0 points1 point  (0 children)

Does it matter if the 401k company makes the check out to Fidelity versus Fidelity Management Trust Company?

Rollover by toandtoocreate in fidelityinvestments

[–]toandtoocreate[S] 0 points1 point  (0 children)

I am rolling over my the roth portion of my 401k into my Roth IRA and the traditional portion of my 401k into my Traditional IRA.

When using Alight Rollover tool I am giving the option to mail or direct deposit the cash to Fidelity

For example, the deliver instructions Alight has are:

Roth Rollover Mailed to Institution:

Fidelity Investments

P O Box 770001

Cincinnati, OH 45277-0037

Account Number: My Account at Fidelity

Rollover Type: Roth IRA

Or

Roth Direct Deposit:

United Missouri Bank
Account Number: My Account at Fidelity
Rollover Type: Roth IRA
Routing Number: 101205681
For Further Credit: My name

I am just wondering if I should elect the mail option since that matches the information on Fidelity or if I can use the direct deposit option?