self-directed ira

Terms and Conditions

Last Updated: November 11, 2025
1. Program Overview

Mountain West IRA, Inc. (“MWIRA,” “we,” “our,” or “us”) communicates with clients and prospects through multiple channels, including SMS text messages, email, phone calls, our website, and in-person events. These communications may include account notifications, appointment confirmations, educational updates, compliance reminders, and promotional information related to self-directed retirement accounts. Message and contact frequency will vary depending on user interactions and service activity.

2. Consent to Communicate

By providing your contact information through any MWIRA communication channel—including website forms, phone conversations, event sign-ups, or email inquiries—you consent to receive communications from MWIRA via SMS, email, or phone.

If you request communication by text message, you will receive an initial SMS asking you to confirm your consent by replying YES. No text messages will be sent until you provide this confirmation.

3. Opt-In Methods

You may opt in to MWIRA communications through any of the following methods:

  • Website: By completing a contact, inquiry, or account setup form on www.mountainwestira.com and checking the consent box.
  • SMS: By texting START to (866) 377-3311 or replying YES to an opt-in message.
  • Phone: By verbally requesting SMS or email updates during a phone conversation with a MWIRA representative.
  • Email: By subscribing through our online forms or responding to an email opt-in prompt.
  • In-Person Events: By completing a registration or sign-up form at an MWIRA-hosted seminar or educational event.
4. Opt-Out Procedures

You may opt out at any time by:

  • Replying STOP to any SMS message to unsubscribe from text communications.
  • Clicking the “Unsubscribe” link in any email.
  • Informing a representative during a phone call or in-person interaction that you no longer wish to receive communications.

Once you opt out, you will receive a confirmation message, and no further messages will be sent unless you re-subscribe by providing new consent.

5. Message and Data Rates

Message and data rates may apply to SMS communications depending on your mobile carrier plan. MWIRA is not responsible for carrier-related charges.

6. Privacy and Data Use

Your privacy is a top priority. MWIRA does not sell, rent, or share your contact information with third parties for marketing purposes. Information collected through any communication channel is used solely to provide account-related updates, educational resources, and requested information. Please review our full Privacy Policy for details.

7. Help and Support

For assistance with any communication channel, you may:

8. Eligibility

Participation in MWIRA communications is limited to individuals aged 18 or older who are U.S. residents.

9. Changes to Terms

Mountain West IRA, Inc. reserves the right to modify or discontinue any communication program, or to update these Terms & Conditions at any time. Changes become effective immediately upon posting to this page.