What types of checks are acceptable?      

• Personal checks (denominated in U.S. dollars and drawn from a financial institution with a U.S. office)
• Certified checks
• Cashiers checks
• Government checks
• Third party checks from financial institutions only.

What types of checks are NOT acceptable?      

• Cash
• Money orders
• Temporary checks
• Fourth party checks
• Post-dated checks
• Unsigned checks
• Incomplete checks
• Traveler's checks
• Checks payable in funds other than U.S. dollars
• Checks drawn on a foreign institution regardless of currency
• Third party checks other than from a financial institution 
• Out-dated checks (any check dated more then 90 days prior to the day presented to Newedge USA)

NO THIRD PARTY CHECKS CAN BE ACCEPTED! (The only exception to this would be funds sent or being received from another financial institution)

How do I make an IRA contribution?      

IRA contributions may be made by check or wire.

Checks should be sent to:

Newedge USA, LLC
220 Bush Street, Suite 650
San Francisco, CA 94104
Attn: IRA Department and indicate type and/or tax year of contribution

Newedge USA customers can access incoming wire transfer information by going to Account Info Logon and entering their account number and password.

Third party wire transfers will not be accepted.

Please indicate type and/or tax year your contribution is for.

PLEASE DO NOT SEND YOUR CHECKS AND PAPERWORK TO PRINCIPAL TRUST COMPANY.

Transferring out Full or Partial IRA accounts to another IRA custodian from Newedge USA, will require a transfer request form from the new custodian with original signature and medallion stamp signature guaranteed. A "Principal Transfer Out Authorization Letter Form" may be used for non-ACAT eligible institutions only. Note: A faxed copy of the transfer form is acceptable, only if it is signature guaranteed and the original is mailed to Newedge USA, LLC. Processing takes approximately three business days for the funds to be sent.

How do I wire funds into my account?      

Newedge USA customers can access incoming wire transfer information by going to Account Info Logon and entering their account number and password.

If you have both a securities and futures accounts, we will credit your securities account unless otherwise indicated.

Third party wire transfers will not be accepted.

All wires received by 3:00 pm PT will be processed.

We advise you to check your Newedge USA account the next business day to confirm the availability of the funds.

How do I request funds from my account?      

To request a withdrawal from your account please use the following secured transmission forms:

Online Check Request Form

Online Wire Request Form

Or you may fax the fund request to 415-764-2360.

Please download and print the forms below to fax any fund request.

Fax Check Request Form

Fax Wire Request Form

All withdrawal requests received prior to 11:30 am Pacific Time will be processed the same day. Request received after 11:30 am Pacific Time will be processed the following business day.