Self-Direct Your IRA
In 3 Easy Steps
We’re excited to have you. We set up the process to make
it as easy as possible. Please reach out to us at any time.
Step 1: Open an Account
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
Self-Directed Account Applications
Crypto Account Applications
Strategies
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
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.