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Direct Your Retirement

Sep 17, 2018

As an owner of a Self-Directed Individual Retirement Account (SDIRA), the necessity of investing is crucial in order to reach your ideal account potential. Whether your investments are in promissory notes, real estate, precious metals, or another alternative investment you must complete a Direction of Investment Form to initiate the investment process.

Log into your secure Online Portal
If you have not registered for your Online Portal, Click Here.

 

Select the Account you would like to make an investment with
This can be found in the drop-box menu on the left side of your Online Portal Dashboard.

 

Click “Make an Investment (DOI)”

 

Select the “+ Start New” button locate on the right-hand side of your screen
This button can only be shown when your device shows the page at full screen. This option will not be available if you have a pending eDOI already in the queue to ensure we avoid duplicate requests and processing.

 

*Please have a credit card and supporting documentation readily available for your convenience.*

For the paper Direction of Investment Form, Click Here.

In a world booming with technological advances, we understand the importance of building an Online Portal that will take the manual burdens out of processes and continue to improve them. These innovations do not stop with our eDOI. Our secure Online Portal also includes features such as account opening, document management, list of holdings, completing transactions, transaction history, account balances, and more, all in real time. Provident Trust Group looks forward to continually making improvements and creating efficiencies for our clients.

Please Note: Provident Trust Group and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

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