CONTACT US

Self-Directed IRA New Account Application for NAR Members

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

$299 Flat Annual Fee. Download Fee Schedule.

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 fee.

Need Help?

Contact Client Services 

888-453-4472

Fee & Processing

Annual Fee:  $299

Processing: 1-2 days

Fee Schedule PDF

Self-Help Article

Self-Directed IRA Rules and Prohibited Transactions

Learn More