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 started. We'll guide you on how to bring over funds from other IRAs or how to start saving.