How-To Guides
Account How-To Guides
Step-by-step instructions for common account tasks at Interactive Brokers — written in plain language, in the right order, with the details that actually matter. Each guide opens in full with every step you need.
Direct Rollover Instructions
Moving a 401(k), 403(b), TSP, or other employer plan into your IRA at Interactive Brokers — the safe, direct, tax-free way.
View guide → Estate PlanningAdding a TOD or IRA Beneficiary
Name or update your IRA beneficiaries and add a Transfer on Death registration to your brokerage account.
View guide → Account AccessAdding an Authorized User
Give a spouse, co-trustee, or trusted contact their own login with the access level you choose.
View guide →Have a question not covered here, or want us to walk through any of these with you? Call or text (571) 368-6178 — we are glad to join a three-way call with Interactive Brokers if needed.
Mountain View Wealth Management, LLC · 2611 S Clark Street, Suite 600, Arlington, VA 22202 · (571) 368-6178 · mvwmllc.com
Mountain View Wealth Management, LLC is a registered investment adviser; advisory services are offered only where the firm and its representatives are registered, licensed, or exempt. This document is informational and educational only — not individualized investment, tax, or legal advice, nor an offer or solicitation. Rollover decisions involve trade-offs, and leaving assets in your employer's plan or rolling to a new employer's plan may be preferable in some cases; consult your tax advisor. Interactive Brokers LLC is an independent, unaffiliated custodian; the instructions above are reproduced from IB's published funding instructions and may change without notice — verify before initiating a transfer. Investing involves risk, including possible loss of principal.