Use this form when rolling over funds/assets from an Employer Sponsored Plan to notify us of arriving funds and/or assets.
All data is PGP encrypted. Data collection exceeds compliance standards for HIPAA, GDPR, and PCI.
Chat With a SDIRA Expert
Processing fee: $0Incoming wire fee: $30Check fee: $0
IRAR processing time:1-2 days
How to properly rollover to a self-directed IRA
Phone: 888-322-6534 (toll-free)
Join Our Community
CALIFORNIA ASSOCIATION OF REALTORS®
Getting Started with Self-Directed IRAs
How to choose an IRA custodian
SDIRA Professionals Network
Real Estate IRA Basics
Who We Are