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.

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Fee & Processing

Annual Fee: $299

Processing: 1-2 days

Fee Schedule PDF

Self-Help Article

Self-Directed IRA Rules and Prohibited Transactions

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