Create Your IRA
Financial Account.

Start investing in alternative assets, tax-free,
through your IRA or 401(k).

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Phone Number or Email

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Authentication

Please enter the 6-digit verification code we sent to your phone number. If you didn’t receive it, you can request a new code below.

Authentication Code

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Create Your Profile

Please provide your details to verify your identity and set up your account. This information is secure and helps us comply with regulations.

First Name

Last Name

Date of Birth

Social Security Number

Phone Number

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Mailing Information

To ensure your account details are accurate and secure, please provide your mailing address below.

Address

City

State

Zip Code

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Password

Choose a strong password including letters, numbers, and symbols.

Password

Password strength

1 lower case character
1 upper case character
1 number
8+ characters
1 special character

Confirm Password

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Select Your Self-Directed Retirement Account

Choose the account that best fits your needs. If interested in an HSA, Coverdell, or ROBS account, or have questions, contact our New Accounts team at (800) 472-1043.

Self-Directed IRA

With a self-directed IRA, you tell us the investments you want to make, and we’ll do all the work. Invest in almost any alternative asset you want, like real estate.

Checkbook IRA

By utilizing the IRA LLC structure, you have total “checkbook control” to make almost any investments when you want, on your own, without delay.

Solo 401(k)

Best retirement plan if you are self-employed. Enjoy high annual contributions in pre-tax or roth, $50,000 tax-free loan features, and unlimited investment opportunities with “checkbook control.”

IRAfi Crypto™

With the IRAfi Crypto™ account and trading platform, you can buy, sell, and trade all the leading cryptocurrencies 24/7 within an IRA.

All your information is secure.

What type of LLC will you need?

Single Member LLC

An LLC with only one owner.

Multi Member LLC

An LLC with multiple owners. Additional fees for more than 2 owners will be applied during LLC setup.

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Select Your IRA

Choose an IRA type for your self-directed account. Need help reviewing your options or have questions? Contact our New Accounts team at (800) 472-1043.

Traditional IRA

Get tax-deductible contributions now, with taxable distributions later.

Roth IRA

Make after-tax contributions now and receive tax-free distributions later.

Simplified Employer Pension (SEP) IRA

Designed for the self-employed or small business owners who want higher contribution limits.

Savings Incentive Match Plan for Employees (SIMPLE) IRA

Ideal for companies with 100 or fewer employees that want an easy-to-administer plan.

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Would you like to add a free Roth account to your Solo 401(k)?

Roth IRA

Make after-tax contributions now and receive tax-free distributions later.

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Are you inheriting this account?

Yes, I am inheriting this account

I am inheriting this account from a family member.

No, I am not inheriting this account

I am not inheriting this account from a family member.

All your information is secure.

How quickly would you like your new account to be opened?

Standard Processing

No additional fees

Standard Expedited (1-2 business days)

$75 additional fee

Premium Expedited (24 hours)

$200 additional fee

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Add More Self-Directed Solutions?

Choose 'Add More Products' if you'd like to include additional items in your selection before continuing.

Account Agreement

I have read and agreed to the above Terms & Conditions and by checking this box I agree that my electronic acceptance constitutes my signature with the same legal effect as a handwritten signature.

You're Almost Finished

Review your order summary and select your desired payment method to complete your new account setup.

Preferred Payment Method

Select how you wish to pay for the initial annual fee, and any other fees, as indicated on your Order Summary.

Paying Method

Credit Card

Retirement Account

You will receive an invoice via email within 48 hours to complete your payment by credit card.

Order Summary

Total

$0.00

Thanks for signing up!

Your new account is now under review.

Your account has been created successfully! You can now log in to access your account and review the requirements under the "My Tasks" section of the home screen.

If you have any questions, contact our Customer Service team at (800) 472-1043.

Create Your IRA Financial Account.

Let's Get Started

What's your phone number or email?

Authentication

Create Your Profile

Mailing Information

Password

Select Your Self-Directed Retirement Account

Self-Directed IRA

Checkbook IRA

Solo 401(k)

IRAfi Crypto™

What type of LLC will you need?

Single Member LLC

Multi Member LLC

Select Your IRA

Traditional IRA

Roth IRA

Simplified Employer Pension (SEP) IRA

Savings Incentive Match Plan for Employees (SIMPLE) IRA

Would you like to add a free Roth account to your Solo 401(k)?

Roth IRA

Are you inheriting this account?

Yes, I am inheriting this account

No, I am not inheriting this account

How quickly would you like your new account to be opened?

Standard Processing

Standard Expedited (1-2 business days)

Premium Expedited (24 hours)

Add More Self-Directed Solutions?

Account Agreement

You're Almost Finished

Preferred Payment Method

Order Summary

Thanks for signing up!

Create Your IRA
Financial Account.