We Make Self-Direction Simple
Our simple and straightforward approach to guiding you through the self-directed world is as easy as 1-2-3!
Open Your Account
Our completely electronic application process will have you set up in minutes.
Fund Your Account
Transfer or Rollover old or non-performing retirement assets.
Start Investing
Enjoy investment freedom with a truly self-directed retirement account.
Our 100% web-based process provides easier form completion and clearer view of holdings and transactions that will assist customers in opening new accounts securely and quickly without any physical paperwork.
Customers can also complete fund transfers from other custodians, electronically initiate investments, as well as manage multiple accounts with a click of a button.
Before investing, review these documents
for important information and helpful tips
Funding Your Account
IRA to IRA Transfer
The movement of retirement assets between two accounts of the same type. Typically, Transfers are the most common funding option.
KEY FACTORS
- No IRS Reporting
- No Time or Frequency Requirements
- No Income Tax Withholding
- No Value Restrictions
Direct Rollover
The movement of funds between different plan types where the funds are deposited directly into the new institution from the previous institution.
KEY FACTORS
- Reportable
- No 60-Day Time Limit
- Generally, not taxable if assets are rolled over between
retirement plans and Traditional and SIMPLE IRAs.
However, pretax assets rolled over from retirement plans
to Roth IRAs would be taxable.
Indirect Rollover
The distribution of funds directly to the account owner, who then deposits the funds into another retirement account within 60 days.
KEY FACTORS
- Reportable
- Rollover Must Be Completed by the 60th Day
- One IRA-to-IRA rollover per 12 month period.
- Mandatory Withholding for most Employer Sponsored Plans
- Generally, not taxable if assets are rolled over between
retirement plans and Traditional and SIMPLE IRAs.
However, pretax assets rolled over from retirement plans
to Roth IRAs would be taxable.
A world of investment options at your fingertips
