Want to consolidate your IRAs all in one place? We can help.

We make it easy to bring your IRAs together to help make tracking and managing your investments easier.
There are three types of transactions involved with moving your retirement funds (IRA, 401K, section 457, TSA, etc).
  • Trustee Transfer - IRA funds are moved between financial institutions for you, you never take receipt of the funds
  • Direct Rollover - A direct rollover is the movement of funds from an employer-qualified plan to a Traditional IRA (direct rollover may be permitted to a Roth IRA)
  • Indirect Rollover - Funds are moved from a retirement plan at one financial institution, to a retirement plan at another financial institution. You will receive a check for the funds and at tax time you will be required to show that the funds deposited into another qualified plan. After moving IRA funds by this method, you must wait 365 days to do it again by this same method. Check with your tax advisor before initiating this type of transaction.
Before initiating any retirement funds transfer, it's important to check with your current financial IRA custodian/trustee to find out if any fees or penalties are associated with these transactions.

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Frequently Asked Questions

With our 44 office locations we serve the following Wisconsin counties:

  • Brown
  • Calumet
  • Door
  • Kenosha
  • Kewaunee
  • Milwaukee
  • Oconto
  • Outagamie
  • Ozaukee
  • Racine
  • Washington
  • Waukesha
  • Winnebago

In Illinois, we serve McHenry County.

Yes, you can schedule an appointment at any of our offices or with any of our Mortgage Loan Officers through our online form.

Contact North Shore Bank's Customer Support Team by email or by phone at 877-672-2265

North Shore Bank is a great place to work! To see current career and job openings, please visit Thank you for your interest!

To locate a branch office with a video teller, please select Video Tellers from the Branch Locations page.

Corporate Office (Other locations):

North Shore Bank
15700 West Bluemound Road
Brookfield, WI 53005

800-236-4672 (8:30 to 5:00, CST, M-F)

We will periodically send out surveys requests to learn how we can improve our products and services. The following email addresses are used to distribute these surveys:


If you receive an email communication claiming to be from North Shore Bank asking for personal or financial information, but doesn’t use these addresses, don’t click any links and delete the message.

NEVER give out your PIN (personal identification number) number or one-time passcode. North Shore Bank representatives will never ask you for a PIN number or ask you to verify personal financial information in an e-mail message.

If you suspect that you may have received a phishing-scam message from someone claiming to be North Shore Bank, please call 877-672-2265 to inform us or request verification of the message.

Yes, North Shore is a guarantor and a member of STAMP (Securities Transfer Agents Medallion Program). Please contact your local branch for more information. 

North Shore Bank’s routing/ABA number is 275071356. ABA numbers are also called Routing numbers.

North Shore Bank does not have a SWIFT code. We have a routing/ABA number, which is 275071356. All international wires must come via a United States bank.

If you are receiving funds from a foreign bank, the initiating bank should follow their process to send the funds to their US-based correspondent bank, for further routing to North Shore Bank, listing your name and account number as the final beneficiary.

Still have questions?