Rollover Platform
Replace paper checks and phone calls with a digital rollover network. Real-time tracking, automated compliance, and multi-custodian support — transfers complete in days, not weeks.
How It Works
From initiation to completion in days, not weeks
Initiate
Participant or custodian kicks off a rollover. Our system validates eligibility and collects required information.
Verify & Document
Automated compliance checks, document collection via e-signature, and participant identity verification.
Approve & Agree
Both sending and receiving custodians review and approve. Agreements are digitally recorded with a full audit trail.
Transfer & Complete
Funds transfer is executed, assets are reconciled, and both parties receive confirmation with a full audit trail.
Why TrustRails
SOC 2 Type II Certified
Enterprise-grade security and compliance
Blockchain Audit Trail
Immutable record of every transfer on Arbitrum
ERISA Compliant
Built-in fiduciary duty protections
Days, Not Weeks
Down from the 4-6 week industry average
Up to 80% Less Manual Work
Automated workflows replace manual processing
Fewer Failed Transfers
Smart validation catches errors before they cause delays
See It in Action
Schedule a call with our team to learn how TrustRails can transform your rollover operations
Schedule a Call with Our Team
Fill out the form below and we'll reach out to set up a time that works for you.