You will be able to open your Rollover IRA over the phone with a few simple questions. You will then receive an account opening authorization via email to digitally sign.
On the left-hand side of your screen, select "Request a Distribution." Select "Rollover to IRA/Outside Financial Institution." Select "Full Vest Balance." Fill in- make check payable to "First Clearing." Fill-In- Mail to Financial Institution- 600B Prestige Park Dr, Ste 3 Hurricane, WV 25526. Select "Overnight Option" (checks will come via FedEx). Click "Review." Click "Submit" to receive a confirmation. Rollover checks will be deposited upon receipt and post to your IRA in approx. 3-4 business
Click Here: TradePMR (Enroll at the top of the page). Wells Fargo- First Clearing is the online/banking access site.