Currently, the rollover functionality is only available for selected Short Term Note offerings.
If your Short Term Note is eligible for rollover, a "Rollover Available" button will appear in your Investments Overview, next to the investment approaching maturity. Please note that rollover availability is time-sensitive and will be disabled 3 to 5 business days before the note matures to ensure smooth payment processing.
Keep in mind:
You can only roll over the exact principal amount from your maturing note — adjustments are not possible.
The rollover must be directed into a single new offering; splitting the principal across multiple offerings is not possible.
Equity Trust IRAs are not eligible to schedule rollovers.