Explore the options for rolling over your retirement account into another qualified account or cashing out on your retirement savings. You are encouraged to discuss rolling money from one account to another with your financial advisor/planner and to consider any potential fees and/or limitations of available investment options.
Retirement Account Rollover Calculator
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Online Banking If you are logging in for the first time (or if it has been 6 months since your last log in), use temporary credentials in the box to the right. Once in, you’ll be prompted to set up new credentials.
- Temporary USERNAME: Vantage West Member #
- Temporary PASSWORD: Last 4 digits of primary account holder’s social security # (For business accounts, use the last 4 digits of the business’s EIN.)
- Once in, follow prompts to create a new Username & Password. For future logins, use your new credentials.