First Trust Retirement is making a system update to the American Finance Trust Class A (AFIN) investment and related Undirected Cash/NOW accounts in your IRA. YOU DO NOT NEED TO TAKE ANY ACTION FROM THIS UPDATE!
Starting on July 30, 2019, please use the new fund numbers provided below for account access and reference. Your account number is not changing, only the fund numbers of the investment held in your IRA.
| Product | Old Fund Number | New Fund Number |
|---|---|---|
| American Finance Trust Class A | 4867 | 9516 |
| Undirected Cash/NOW | 3907 | 9500 |
All mailing and contact instructions will remain the same, and are referenced below.
| Regular Mail | Overnight |
|---|---|
Attn: FTR- Publicly Traded |
Mail Stop: FTR-Publicly Traded |
Stay with First Trust Retirement and move your IRA to another alternative investment. Complete the IRA Transfer/Rollover form, FTR IRA Application*, and the new Sponsor's subscription documentation. Sign all forms and mail to the appropriate address listed on the form.
*IRA Application only required if IRA account does not exist within Product Sponsor.
The premier IRA custodian choice of alternative investment product sponsors.
First Trust Retirement is the trade name of First Trust Company of Onaga.
Phone:
Email: