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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.

DISCOVER THE POWER OF TRUE SELF-DIRECTED INVESTING

Our Self-Directed IRA allows you to invest in what you want, when you want. The investment possibilities are endless.

Discover the power of true self-directed investing

Our Self-Directed IRA allows you to invest in what you want, when you want. The investment possibilities are endless.

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Self-Directed Investing in an Unsecured Note (with Qualified Funds)

Sometimes called a Promissory Note or a Straight Note, an Unsecured Note is only guaranteed by the borrower’s promise to pay. The borrower signs a note, which may be as simple as a hand written agreement. Provident Trust Group requires the borrower’s signature to...

Self-Directed Investing in a Limited Liability Company or Limited Partnership (with Qualified Funds)

Investing in a Limited Liability Company (LLC) or Limited Partnership (LP) has become a popular instrument and involves ownership interest in companies that are not publicly traded on a stock exchange. Investors in LLCs are called members while investors in LPs are...

Self-Directed Investing in a Secured Note or Mortgage (with Qualified Funds)

A Secured Note or Mortgage is a promissory note that is guaranteed by an interest in an asset that is worth as much or more than the amount of the loan. In most cases, if the borrower defaults on the loan, the qualified account will become the owner of the asset...

Self-Directed Investing in a Single Member LLC (with Qualified Funds)

A Single Member LLC, also known as an IRA-LLC, is a type of alternative investment where a private entity is wholly or majority owned by an IRA. After the LLC has been created, qualified funds from your retirement account are moved or invested into the newly created...

The Gold IRA: Buying Precious Metals (with Qualified Funds)

Precious metals include certain gold, silver, platinum, and palladium coins and bullion. Precious Metals purchased in a qualified account must adhere to applicable fineness and/or bullion standards as described in the Taxpayer Relief Act of 1997 and cannot be...

Do you Have Questions? Let us know!

Existing Clients
(888) 855-9856
Future Clients
(888) 662-0869

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