Brokerage Account Option

Our self-directed IRA accounts can add on a feature to buy Publicly Traded Stock, ETFs and Mutual Funds

Step 1: Complete Add On Agreement

Fee Schedule:
$80 a Year
Stock Trade $35 +
$0.03 a share
Mutual Fund Trade $35

Step 2: Direction of Investment: BUY Stock, ETF

Authorize us to BUY
the specific Stock or
ETF in your Account

Step 2: Direction of Investment: BUY Mutual Fund

Authorize us to BUY
the specific 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)

Step 4: Direction of Investment: SELL Stock, ETF

Authorize us to SELL the specific
Stock or ETF in your Account

Step 4: Direction of Investment: SELL Mutual Fund

Authorize us to SELL the specific
Mutual Fund in your Account

Service Partners

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