A 401(k) rollover moves savings from an old employer plan into an IRA or a new plan, often to get more choice or lower fees.
PortfolioPilot does not process rollovers. It lets you track both accounts, compare what each holds and what its funds cost, and see them together in your retirement plan, so you can decide with your provider.
Illustrative accounts. Switch tabs.
PortfolioPilot 401(k) rollover demo. Illustrative accounts. Switch tabs.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
Connect brokerages, 401(k)s and IRAs, upload a statement, or enter holdings by hand.
The fee analyzer shows what each account's funds cost.
Both accounts count in your retirement plan.
The numbers PortfolioPilot can show.
What each account's funds cost in dollars a year.
Holdings and overlap across both accounts.
Both balances in your retirement projection.
Done with your providers. Ask about taxes and rules first.
Add your accounts and see it for your own situation.
Get startedShort answers here, with a link to the full help center article where one exists.
No. It tracks the accounts; the rollover is done with your providers.
Connect it or upload a statement. Read more in the Help Center →
Yes, with the fee analyzer on Gold.
Yes. Tracking accounts is in the Free plan.
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