Brokerage AccountÂ
Our self-directed IRA accounts can buy Publicly Traded Stock, ETFs and Mutual Funds
Step 1: Complete Direction of Investment: BUY Stock, ETF or Mutual Fund
Authorize us to BUY the specific Stock, ETF or Mutual Fund in your Account
Step 2: Complete Direction of Investment: SELL Stock, ETF or Mutual Fund
Authorize us to SELL the specific Stock, ETF or Mutual Fund in your Account
Step 3: View Online Portal
View your online
account portal to see
your holdings and to
verify your trades
(updates nightly)
account portal to see
your holdings and to
verify your trades
(updates nightly)
Buy/Sell
Fees
Stock/ETF Trade – $25 + $.03/Share
Mutual Fund Trade – $25
Additional Forms
Buy/Sell
Fees
Stock/ETF Trade – $25 + $.03/Share
Mutual Fund Trade – $25
Additional Forms
