Strive Wealth Management clients do have the opportunity to transfer their IRA accounts and/or their 401(k) Rollover IRAs.
For non-clients: Unfortunately, we do not have the ability to manage a 401(k) or other qualified plan still active at an employer.
However, Strive products could be an available investment option for you in your current IRA or 401(k) plan. Can’t find them? Below are alternative ways you may access or inquire about Strive funds for your portfolio:
- 1.
If you have access to a self-directed brokerage account, you can purchase the Strive ETFs through most brokerage platforms. Unless imposed by your broker, there is no minimum dollar amount you must invest in a Fund and no minimum number of Shares you must buy.
- 2.
Contact your plan administrator or HR representative and ask them to include Strive investments as an investment option in your 401(k). To connect your plan representatives with someone from Strive have them fill out the form (link to 401(k) page) on our website.
- 3.
If you have an IRA or rollover IRA (if you rolled an old employer-sponsored plan/401(k) plan into a new account), the Strive ETFs should be available investment options. Don’t see our products? Contact your brokerage or financial advisor to inquire about product availability.
- 4.
If you already have an advisor, you may ask them if Strive ETFs are currently available to you. If your advisor would like more information on our ETFs, they may reach out to their regional Strive contact. Contact information may be found here
