Step 1: Open New Account
Select the retirement account you want to open
Step 1: Open an Account
Open an account with Directed IRA in as little as 5 minutes
Step 2: Fund an Account
Fund your account by making a new contribution or by rolling/transferring funds from another retirement account to Directed IRA.
Step 3: Invest an Account
Invest your account into your planned self-directed investment
Self-Directed Account Applications
Crypto Account Applications
Roth IRA
Crypto Roth IRA
Traditional IRA
Crypto IRA (Traditional)
SEP IRA
Crypto SEP IRA
Health Savings Account
Crypto HSA
Coverdell ESA
Crypto Coverdell ESA
Inherited Traditional IRA
Crypto Inherited Traditional IRA
Inherited Roth IRA
Crypto Inherited Roth IRA
Custodial Account
Crypto Custodial Account
Roth IRA for Kids
Crypto Roth IRA for Kids
Fee Schedule
Crypto Fee Schedule
Step 1: Open New Account
Select the retirement account you want to open
Step 1: Open an Account
Open an account with Directed IRA in as little as 5 minutes
Step 2: Fund an Account
Fund your account by making a new contribution or by rolling/transferring funds from another retirement account to Directed IRA.
Step 3: Invest an Account
Invest your account into your planned self-directed investment
Self-Directed Account Applications
Roth IRA
Traditional IRA
SEP IRA
Health Savings Account
Coverdell ESA
Inherited Traditional IRA
Inherited Roth IRA
Custodial Account
Roth IRA for Kids
Fee Schedule
Crypto Account Applications
Crypto Roth IRA
Crypto IRA (Traditional)
Crypto SEP IRA
Crypto HSA
Crypto Coverdell ESA
Crypto Inherited Traditional IRA
Crypto Inherited Roth IRA
Crypto Custodial Account
Crypto Roth IRA for Kids
Crypto Fee Schedule
Strategies
New Account Roth IRA Conversion
New Crypto Roth IRA Conversion
Backdoor Roth IRA Strategy
Crypto Backdoor Roth IRA Strategy
Checkbook IRA/LLC
Solo 401(k)
If you need assistance with any of these forms please call 602.899.9396 and dial extension 1 and a member of our New Accounts team will assist you. Monday-Friday, 8:00 am – 5:00 pm Arizona Time.
Strategies
New Account Roth IRA Conversion
New Crypto Roth IRA Conversion
Backdoor Roth IRA Strategy
Crypto Backdoor Roth IRA Strategy
Checkbook IRA/LLC
Solo 401(k)
If you need assistance with any of these forms please call 602.899.9396 and dial extension 1 and a member of our New Accounts team will assist you. Monday-Friday, 8:00 am – 5:00 pm Arizona Time.