Self-Directed IRA New Account Application

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

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  • 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.

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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