How it works
Prepping your new retirement account takes time but can be made simpler with our help! Our team of specialists is ready to guide you hand-in-hand through every step of the process.
Have questions before getting started? That’s OK, too! We’re prepared to answer all of your questions so you feel comfortable before getting the ball rolling.
Things You Need to Know:
Ready to get started? Before calling to set up your account, be sure to have the following information handy:
Beneficiary information
Date of Birth
Social Security Number
Legal Address as it appears on a utility bill or driver’s license
Current retirement account statement
our process
Wealth protection doesn’t have to be complicated! Get started with your Self-Directed Precious Metals IRA in just a few simple steps!
Step 1
Chat with us & open an account!
Everyone’s nest egg looks a little different, meaning there’s no one-size-fits-all investment strategy. So, let’s have a conversation! No pressure to get your account setup on the same day! Our specialists will ask you about your current retirement plan (IRA, 401K, 403B, etc.), define your retirement goals and discuss possible funding options. Once you’re ready to get started, our specialists can begin the process of building a portfolio plan specific to your investment goals and assist in the account creation process.
You’ll need to do the following to open your account:
Complete the application
Select a custodian
Select a depository
Our dedicated specialists will walk you through the application, determine the best way to obtain your signatures (DocuSign or mail-in), and provide recommendations and education to help you choose the best custodian.
Things to consider when selecting a custodian to work with are:
Reputation Within The Industry
Ease Of Application Process
Support and Relationship
Storage Costs And Options
Preferred Custodian
Equity Trust is our preferred custodian. As a leading IRS-approved custodian for alternative assets, including precious metals, Equity Trust will assist you with the creation and maintenance of your Self-Directed IRA.
Let us help you get started
Let's get you up and running! Our team is ready to assist you with personalized support to ensure a smooth and successful start.
