Rolling Over from Paychex to Icon
Important: You must create your Icon account through the Paychex portal so that your accounts are properly linked. Please do not sign up directly on our website, as this will prevent the accounts from linking correctly.
Log in to your Paychex portal.
Click on My Retirement.
Select Rollover & Withdrawal
Click on Icon, Need a personal IRA
This will take you to a sign-up page where you can create your Icon account. Once your Icon account is created and approved, return to your Paychex portal to initiate the rollover.
For instructions on how to initiate the rollover once your Icon account has been created please view our support article here:
If you have any questions you can reach out to our support team at support@iconsavingsplan.com