Investing in Self-Directed IRAs is easier than you might think. It is easy to get started by following these simple directions or
we are always available via phone or e-mail. Please contact our office for help, 866-7500-IRA (472) or [email protected].


Select the type of account that you would like to open.

Forms to complete *Choose one:


Once the investment has been funded and the IRA owns the assets, submit Payment Authorization Forms for expenses that pertain to the asset.

Form to complete:


Fund your account by Transfer, Rollover, or Contribution.

Forms to complete:


Review the instructions.
Submit the paperwork required for the investment you have chosen.

Instructions to Review:


Deposit income generated from the asset must include a Deposit Slip.

Form to complete: