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.
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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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