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.
We have created an electronic account process unlike anything in existence within the industry. Our application integrates seamlessly with our accounting software to greatly reduce data errors. By implementing electronic signatures, accounts are created within minutes instead of days.
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
The movement of retirement assets between two accounts of the same type. Typically, Transfers are the most common funding option.
- No IRS Reporting
- No Time or Frequency Requirements
- No Income Tax Withholding
- No Value Restrictions
The movement of funds between different plan types where the funds are deposited directly into the new institution from the previous institution.
- Reportable, but Not Taxable
- No 60-Day Time Limit
The distribution of funds directly to the account owner, who then deposits the funds into another retirement account within 60 days.
- Reportable & Potentially Taxable
- Rollover Must Be Completed by the 60th Day
- One Rollover Per Calendar Year
- Mandatory Withholding for most Employer Sponsored Plans
A world of investment options at your fingertips
Our goal is to help the average investor increase the earning power of their retirement through a much broader range of investment options and benefits.