Step 1: Set Up New Account

There are two ways to fill out the forms. Download
and fill out the forms online, printed, or use docusign.

Crypto Account Applications

Crypto Roth IRA

Crypto IRA (Traditional)

Crypto HSA Account

Crypto SEP IRA

Crypto Coverdell ESA

Crypto Custodial Account

Crypto Inherited Roth IRA

Crypto Inherited Traditional IRA

Self-Directed Account Applications

Fee Schedule

Traditional IRA Account

Inherited Traditional IRA Account

Roth IRA Account

Inherited Roth IRA Account

SEP IRA Account

Health Savings Account

Coverdell Education Savings Account

Custodial (qual and non-qual) Account


Backdoor Roth IRA Strategy

New Account Roth IRA Conversion

Crypto Roth IRA Conversion

Checkbook IRA/LLC

Solo 401(k)

Crypto Solo 401(k)

Brokerage Add-On Agreement

Purchase publicly traded stock, ETFs, and mutual funds

Continue to Step 2