Mon, Wed, Thurs, Fri: 6AM - 4PM PST
Tues: 8AM - 4PM PST
505-847-8944 New Accounts
888-205-6036 Client Services

Self Directed IRA Account Forms

PLEASE NOTE: We are currently experiencing issues with our fax line. Please use the following temporary fax number: (505) 212-0494.

Opening a self-directed IRA and managing your account is easy with our easy-to-use forms.

Account Applications

Account Fees

Transfer Forms

Investment Forms

Other Forms

Account Disclosures