Open Your Self Directed IRA
Choose a Traditional IRA, SEP, Roth or SIMPLE retirement account. Learn more about these accounts.
You’ll need to choose the appropriate retirement account for your situation, and we always recommend consulting with your CPA or financial professional.
There are several ways you can open the type of account you have selected:
- Use our online wizard. Our wizard will guide you through the process to open and fund your account
- Use our DocuSign account application forms; or
- Download the account application forms to complete offline