Forget the paper. stay online.
OUR SECURE ONLINE PROCESS ELIMINATES THE NEED FOR PAPER DOCUMENTS
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.
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.
Not Sure What Plan Is Right For You?
Take a minute or two to compare similar plans that may be the right fit for your needs.
Funding Your Account
IRA to IRA Transfer
- No IRS Reporting
- No Time or Frequency Requirements
- No Income Tax Withholding
- No Value Restrictions
- Reportable, but Not Taxable
- No 60-Day Time Limit
- Reportable & Potentially Taxable
- Rollover Must Be Completed by the 60th Day
- One IRA-to-IRA rollover per 12 month period.
- Mandatory Withholding for most Employer Sponsored Plans