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Contribute to my IRA

Make a contribution to your Traditional IRA or ROTH IRA
 

  1. Make contributions electronically via Electronic Funds Transfer (EFT). Making contributions via EFT will allow you to transfer funds from either your UMB Bank account or your current bank. All contributions made via EFT will be coded as a Current Year Contribution and must be set up on a regular basis. Please note that the initial set-up for EFT takes 4 business days to establish. Please download, complete, sign and return the Periodic Investments Form to UMB Financial Services, Inc.
  2. Move funds from your UMB Bank account. You can contact Brokerage Operations at 800.842.9999 and we can assist you in moving the funds from UMB Bank to UMB Financial Services.
  3. Mail a check to UMB Financial Services. If you choose to mail a check, please make sure you give instructions on what account to deposit the funds into and what type of contribution you are making.
    Mailing Address:
    UMB Financial Services
    928 Grand 6th Floor, MS 1010602
    Kansas City, MO 64106

Are you a business owner wanting to make contributions to your SIMPLE IRA? Please use the SIMPLE IRA Transmittal Contribution Form (.pdf)
 


Investment Products Offered Through UMB Financial Services, Inc.
Member FINRA, SIPC
NOT FDIC INSURED • MAY LOSE VALUE • NO BANK GUARANTEE


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