Change of Address Form

Use to change your personal account information; email, address, etc.

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

Instructions:

If the change applies to more than one account, be sure to add the other  account(s).

Chat With a SDIRA Expert

Start Chat

Fee & Processing

Processing fee: $0

IRAR processing time:
1-2 days

Fee Schedule PDF

Self-Help Article

How to Properly Rollover to a Self-Directed IRA

Learn More