Brokerage Account 

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)

Buy/Sell

Publicly Traded Stock & ETFs

Fees

Stock/ETF Trade – $25 + $.03/Share

Mutual Fund Trade – $25

Additional Forms

Buy/Sell

Publicly Traded Stock & ETFs

Fees

Stock/ETF Trade – $25 + $.03/Share

Mutual Fund Trade – $25

Additional Forms

Service Partners

Our service partners provide custodial,
trading, and proxy services.

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