Getting started is easy! We’ll just need to gather a few details and you're on your way to self-directing your retirement.
Here's what you'll need:
Personal information: social security, home address, date of birth, etc.
Government-issued ID: a digital copy or picture of an unexpired ID, DL, or passport showing your signature.
Credit card: form of payment for the account establishment fee.
Complete the form to get your self-directed account activation link sent to your inbox.
– Jim W.
6825 La Jolla Blvd
La Jolla, CA 92037
Phone: 888-322-6534 (toll-free)
Phone: 858-459-1212
Fax: 858-459-6565
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