IRA funds must be transferred to your IRA custodian. This enables you to keep your account’s tax-advantaged status. Sign in to your Member Center and navigate to the Transfer page to make the cash transfer to your IRA Custodian.
What steps should I take if I have an IRA account?
Happen Bank Resources
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Today, we are thrilled to announce the completion of our acquisition of Radius Bancorp, Inc. (“Radius”). In February 2020, we announced our intent to acquire Radius and shared how we can grow and deepen our customer relationships with a marketplace bank.
Related FAQ's
A focus on how to add and withdraw your money from your IRA.
Happen Bank offers IRAs by partnering with custodians. As of January 11, 2018, Happen Bank's preferred IRA custodian is IRA Services Trust Company (ISTC).
You can view and manage most of your account information by signing in on the web or using the Happen Bank mobile app, including your password, phone number, physical address, loan documents, payment methods, and two-factor authentication settings.
The Society for Worldwide Interbank Financial Telecommunication (SWIFT) Code is a unique identification code that may be required by some banks, broker-dealers, and investment managers for the completion of international wire transfers.
Personal Banking Customers: Our Elite and Reserve Tier customers can place a wire via Online banking or the Happen Bank Mobile app. For all other customers, they can reach out to Customer Service at 800.242.0272 to initiate a wire.
Related Glossary
{noun} A type of credit that allows the borrower to make charges and payments against a set borrowing limit, paying interest only on outstanding balances.
{noun} The amount of unpaid interest that has accumulated as of a specific date, either on a loan or an interest-bearing account or investment.
{noun} The total annual cost to borrow money, including fees, expressed as a percentage.
A debt that is written off as a loss because the financial institution or creditor believes it is no longer collectible due to a substantial period of nonpayment.
{noun} An interest rate that remains the same for a set time, usually for the life of the loan.
