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
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
Strategies
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