Step 1: Open New Account

Select the retirement account you want to open

Step 1: Open an Account

Open an account with Directed IRA entirely online 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 entirely online 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)

Crypto Solo 401(k)

For established Solo 401(k)’s.
If you do not have a plan click here

Brokerage Add-On Agreement

Purchase publicly traded stock, ETFs, and mutual funds
Must already have an account at Directed IRA

If you want to complete and submit a paper application form please Click Here to access a PDF version.

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)

Crypto Solo 401(k)

For established Solo 401(k)’s.
If you do not have a plan click here

Brokerage Add-On Agreement

Purchase publicly traded stock, ETFs, and mutual funds
Must already have an account at Directed IRA

If you want to complete and submit a paper application form please Click Here to access a PDF version.

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.

Continue to Step 2