Getting started begins with selecting the retirement account type that meets your needs. Explore our available account options and their requirements, or contact our team for information about the accounts we administer.
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What You'll Need to Open an Account:

Completed IRA Starter Kit: Select the Starter Kit for the account type you wish to open.
Government-Issued Photo ID: Provide a copy of a valid government-issued photo ID.
Account Funding: Depending on your circumstances, you may fund your account through an eligible transfer, rollover, or contribution.
Transfer: Complete a Transfer Form and provide a current statement for each IRA transferring funds.
Rollover: Complete a Rollover Certification Form and provide a current statement for the eligible employer-sponsored retirement plan.
Contribution: Make an eligible contribution to your self-directed IRA, subject to applicable IRS contribution limits and requirements.

Prefer to talk first?

Have questions about self-directed retirement accounts or getting started?
Contact our New Accounts team.

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Not Sure Where to Start?

Explore your options by completing our optional questionnaire. Tell us a little about your retirement account needs, how you plan to fund your account, and the types of assets you're considering. Our New Accounts team will follow up with helpful information about the account types we administer.