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.