Our Role
To invest in a self-directed retirement account, the IRS requires you to have a custodian, or a passive entity that executes and administers your investments.
That’s where we come in.
Before you get started, it’s important to understand your custodian’s role.
What Your Custodian Does
- Establish your account and ensure your data is secure
- Coordinate and execute account actions, based on your explicit instruction
- Perform tax reporting, recordkeeping, and other administrative duties
- Provide you with the tools and technology to monitor your account
What Your Custodian Does Not Do
- Provide investment, tax, or legal advice or recommendations
- Determine the suitability of your investments
- Monitor your account’s performance
Learn more on the Retirement Industry Trust Association (RITA) website.
A custodian that cares
We go above and beyond the industry standards so that you can invest with ease and confidence.
Knowledge & Expertise
Self-direct with confidence knowing you’re supported by over a decade of industry experience.
Investment Options
Diversify your portfolio and invest in what you know with the broad range of alternative assets we can custody.
Service & Reputation
Enjoy a faster and more personalized investing experience with our dedicated support teams.
Technology & Security
Manage and monitor your account with ease using our industry-leading technology.
