Carry Help Center
Answers to frequently asked questions about Carry products.
Your Carry Account
Account set up and investing, funding, withdrawals, and security.
Your Account
Contributions & Withdrawals
- How do I rollover my 401k into Carry?
- How long do deposits take?
- I just made a contribution. Where can I find the deposit status and confirmation?
- How do I link my bank accounts to my Carry account?
- How do I make a contribution?
- How do I set up recurring contributions?
- How do I cancel my recurring contributions?
- How do I initiate a withdrawal?
- What do the different withdrawal reasons mean?
Carry Solo 401k
Questions about the Carry Solo 401k Plan
Eligibility & Sign Up
- Are you insured? Who is the custodian of my account?
- I am a business owner in a partnership. Do I and my business partner qualify for a solo 401k, and do we need to get separate plans?
- Can I rollover my IRA with another provider into a Carry Solo 401k?
- How to transfer your solo 401k from another plan provider to Carry
- How to add your spouse to your Carry Solo 401k
Contributions & Withdrawals
- What is the Optional After-Tax account? (After-Tax vs Roth)
- How To Do A Mega Backdoor Roth Conversion
- What if I make an election but cannot make the full contribution by the deadline?
- Does the Carry Solo 401k allow solo 401k loans and hardship withdrawals?
- Can employee and employer contributions come from the same bank account?
- How to get a solo 401k loan from your Carry Solo 401k
Carry IRAs
Questions about the Carry Traditional & Roth IRAs