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How do I switch to my IRA account?
How do I switch to my IRA account?
Updated over a week ago

To navigate to your Roth or Traditional IRA on the app:

  1. At the top of the screen, you will see the account you’re currently viewing, such as ‘Brokerage’ with a downward arrow next to it

  2. Tap on the arrow, and you will see a drop-down list with your other accounts

  3. Depending on your IRA type, you will either select ‘Traditional IRA’ or ‘Roth IRA

OR

  1. Select the slide drawer icon ≡ with 3 lines on it in the top left corner

  2. Under the ‘Withdraw’ and ‘Deposit’ buttons, you will see the name of the account you’re currently viewing. Next to the account name, you will see a button that says ‘Switch account’ to the right

  3. Select ‘Switch account

For further questions please contact the Member Support team via in-app chat or email at support@public.com.

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