Self-Directed IRA New Account Application

Use this form to open a self-directed Traditional IRA, Roth IRA, SEP IRA, or SIMPLE IRA. 

All data is PGP encrypted. Data collection exceeds compliance standards for HIPAA, GDPR, and PCI.

Tips

Have your social security number, home address, date of birth, etc. ready.

Have a digital copy or picture of the front of your unexpired ID, driver's license, or passport. Make sure the image is legible.

Have a credit card handy to pay the account establishment fee.

Need Help?

Contact Client Services

888-322-6534

Fee & Processing

Establishment Fee: $100

Annual Fee: $199
(includes one asset)

Additional Asset (each/per year): $75

Processing: 1-2 days

Fee Schedule PDF

Self-Help Article

Self-Directed IRA Rules and Prohibited Transactions

Learn More