If you want to rollover your Haven IRA to another provider (like Betterment, Wealthfront, or similar), you should follow your new provider's instructions. Generally they will generate a 1-2 page document with information we need in order to transfer your funds and securities.
You'll often need your Haven Account Number. Learn how to find your account number here.
We'll need the paperwork signed, dated, and emailed to email@example.com.
If your new provider can't help you fill out this transfer paperwork, please let us know and we'll be happy to help out.