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Webull Launches Mutual Funds Inside IRA Accounts

The company says a beta will give select U.S. customers access to no-load, professionally managed retirement funds with a full rollout and transfer support planned.

Overview

  • Webull has begun a beta that lets eligible IRA account holders buy mutual funds directly through its trading platform.
  • The initial lineup emphasizes no-load funds and professionally managed products to help users diversify long-term retirement savings.
  • The beta is limited to select U.S. customers while Webull says it will expand the fund lineup and CUSIPs over coming releases.
  • Webull plans to add ACAT transfer capability in a future release so customers can move mutual fund positions from other brokerages.
  • The launch extends Webull’s push to offer a full set of retirement products as it competes for retail assets across its more than 27 million users.