You are now on a path towards tax free investing through a self-directed retirement account. A member of our team will be reaching out to answer your questions and help guide you towards the right account that best meets your needs. Ready to keep going? Simply follow the steps below to complete the account opening process on your own or a member of our team can assist you.
Step 1: Create a username and password
Start by creating your login details here to gain access to the full application.
Step 2: Submit the full application
Use your login details to sign in here and begin the full application to open an account.
Step 3: Fund your account
Once your account application is submitted and processed, you’ll be able to add funds via a number of options including a rollover from another retirement account.
We look forward to assisting you on your self-directed journey. You can reach out to our Sales team directly at 800-472-1043, during normal business hours (M-F 9am to 6pm EST), or schedule a time for them to contact you.