mountain west ira

Stocks, ETFs & Brokerage in a Self-Directed IRA

What is brokerage accounts in a self-directed IRA?

Yes, you can hold stocks and ETFs in a self-directed IRA. Your IRA can invest in publicly traded stocks, ETFs, options, and mutual funds through a linked brokerage account, alongside alternative assets in the same account.

Why investors choose this asset?

How Stocks, ETFs & Brokerage works in your Self-Directed IRA

How do I open a self-directed IRA?

To open a self-directed IRA, complete the online application for your account type, fund it by transfer, rollover, or contribution, then submit a Purchase Kit directing Mountain West IRA to buy the property on behalf of your IRA.

1.
Open your self-directed IRA — complete the online application (Traditional, Roth, SEP, SIMPLE, Individual 401(k), or HSA). Prefer to sign electronically? Email accounts@mwira.com or call (866) 377-3311 and we'll send your application for e-signature.
Traditional IRA Starter Kit
Roth IRA Starter Kit
SEP Starter Kit
SIMPLE IRA Starter Kit
Precious Metals Foreign Currency Starter Kit
Individual 401(k) Plan Starter Kit
Health Savings Account (HSA) Starter Kit
Traditional IRA Starter Kit
Roth IRA Starter Kit
SEP Starter Kit
SIMPLE IRA Starter Kit
Precious Metals Foreign Currency Starter Kit
Individual 401(k) Plan Starter Kit
Health Savings Account (HSA) Starter Kit
2.
Fund the account — transfer from another IRA, roll over a 401(k) or employer plan, or make an annual contribution.
3.
Direct your investment — complete a Purchase Kit (Direction of Investment) and sign your documents as “Read and Approved.” An Authorized Signer at Mountain West IRA then signs on behalf of your IRA and funds the transaction.
4.
Manage & grow — all income and expenses flow through your IRA, with online access and support.

Stocks and alternatives in one account

The Brokerage Accounts IRA Guide covers how an IRA-linked brokerage account is opened and funded, what trades run through it, and how public holdings sit alongside real estate, metals, and notes in the same IRA. Opening an account takes about 15 minutes when you're ready.

Rules & What to Know in your Stocks, ETFs & Brokerage IRA

Why Mountain West IRA

Why Mountain West IRA

Trusted since 2006: In business since 2006, serving 3,400+ clients with more than $1 billion in self- directed retirement assets under administration.
Administrator model: A self-directed IRA Administrator and record-keeper — passive and client-directed. Never a Custodian or advisor.
Fast processing: Efficient turnaround with an expedited option when you need to move quickly.
Real education: A deep library of guides, videos, and webinars, plus a Transfer & Rollover guide.
Personal service: A responsive, US-based team and one-on-one consultations.

Frequently Asked Questions

Can I hold stocks and ETFs in a self-directed IRA?

Yes. A self-directed IRA can invest in publicly traded stocks, ETFs, options, and mutual funds through a linked brokerage account, alongside alternative assets.

Can I combine traditional and alternative investments in one IRA?

Yes. Many investors hold both publicly traded securities and alternative assets within the same self-directed IRA, giving them a single account for diversified investing.

Explore Our Education Across Every Platform

From in-depth YouTube tutorials and blog articles to bite-sized tips on TikTok, Instagram, Facebook, and Threads, we share knowledge wherever you are.

Contact With Our Team
Blogs
Read expert articles and how-to guides on Real Estate for practical tips and insights.
IconIcon
YouTube
Watch step-by-step video tutorials explaining Real Estate from start to finish.
IconIcon
Facebook
Join our community for live updates, events, and Real Estate discussions.
IconIcon
TikTok
Discover quick, easy-to-follow Real Estate tips in short-form videos.
IconIcon
Instagram
See visual guides, behind-the-scenes content, and Real Estate highlights.
IconIcon
Threads
Follow real-time conversations and quick takes on Real Estate trends.
IconIcon
Blogs
Read expert articles and how-to guides on Real Estate for practical tips and insights.
IconIcon
YouTube
Watch step-by-step video tutorials explaining Real Estate from start to finish.
IconIcon
Facebook
Join our community for live updates, events, and Real Estate discussions.
IconIcon
TikTok
Discover quick, easy-to-follow Real Estate tips in short-form videos.
IconIcon
Instagram
See visual guides, behind-the-scenes content, and Real Estate highlights.
IconIcon
Threads
Follow real-time conversations and quick takes on Real Estate trends.
IconIcon

Mountain West IRA is a self-directed IRA Administrator and record-keeper and does not provide investment, tax, or legal advice. All information is general in nature. Investors should check with their own financial advisor, tax professional, or attorney about their exact situation before making any investment.