Manifest Knowledge Base

Using Manifest

Understand basic retirement concepts and how to consolidate your accounts

  • What accounts can be transferred through Manifest?
  • What types of retirement accounts can you help me locate?
  • Should market conditions influence my decision to rollover?
  • Which destination should I choose for my transfer?
  • Where can I find my account statement?
  • What happens after I initiate a transfer with Manifest?
  • What happens if my provider requires a phone transfer?
  • What should I do if I receive a check in the mail?
  • What is Manifest's consolidation growth methodology?
  • What is Manifest's allocation methodology?

Categories

  • Using Manifest
  • Common Rollover Questions
  • Legal Documents
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