How To Get Started

Congratulations! You’re one step closer to taking control of your retirement funds, and we’re here to guide you through this process to make sure you maintain tax-qualified status for your investments. Simply follow the steps below and you are on your way to IRA Freedom.

  • Open an Account
As a financial institution, we’re required by federal law to know our clients. You’ll be asked to enter your social security number, date of birth, address and contact information. All of this information will be transmitted securely and kept confidential.

  • Fund the Account
Depending on how you’re planning to fund your account, the process can differ. As you go through our New Account Wizard, you’ll be asked to provide information needed to initiate the transfer or rollover.

  • Make the Investment
If you’re ready to make the investment, we’ll provide you with a checklist of documents needed to conduct the administrative review of the investment. You’ll be able to upload or drag and drop these investment documents. We want to make this as easy as possible for you. And, of course, if you don’t have the information, then just skip it and you can provide it to us later.