Update My Asset Value

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Transactional Fair Market Valuation

Use this form to update the value of an asset held in your IRA.
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What documents must be submitted with a Fair Market Valuation form?

A detailed overview of what supporting documentation can be found in the Valuation Quick Reference Guide.

When can I expect the updated asset value to be reflected in my IRA?

Once Vantage has received the Fair Market Valuation and all supporting documents in good order, your asset value will be updated within 10 business days.  You can expect to receive an email confirmation once your request has been processed.