To transfer your investments from an individual account to a trust account with Roots, you will need to go through a share transfer process that is managed by Computershare, Roots's third-party transfer agent. This process is more complex than transferring publicly traded investments due to the illiquid nature of private investments, and it typically takes several weeks to complete. You will be required to submit detailed paperwork and obtain a medallion signature guarantee for regulatory compliance.
Please contact the investor support team if you'd like to begin this process.