Our office will be closed in observance of Martin Luther King Jr. Day on January 18th, 2021.

Schedule a New Account Appointment Client Support Pricing & Forms

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.

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

Checkbook IRA/LLC

Solo 401(k)

Continue to Step 2

Step 2: Fund Account
More: about us, FAQs, events, refer a friend, reviews, contact us
Account Types: roth ira, traditional ira, inherited ira, sep ira, hsa, cesa, checkbook IRA/LLC, solo401(k), backdoor roth
Learn: learn, podcast, articles, videos, quickstart guide, resource directory

Investment Types: real estate, checkbook IRA/LLC, private company, precious metals, cryptocurrency

Forms: open account, new account, fund account, invest account, maintain account, fee schedule
Fine print: site terms, privacy policy, important tax notice
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Secure File Upload

Directed IRA is a Tradename of Directed Trust Company. Directed Trust Company performs the duties of a directed custodian, and as such does not provide due diligence to third parties on prospective investments, platforms, sponsors or service providers and does not sell investments or provide investment, legal, or tax advice.

Account specialists are available

8 am - 5 pm Monday to Friday
Arizona MST: 602.899.9396

Click here to schedule a new account phone appointment

Directed Trust Company

3033 N. Central Ave,
Suite 400
Phoenix, AZ 85012

[email protected]

P: 602.899.9396

F: 602.899.9641