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Self-Directed IRA

Add Your IRA Holdings

Record each asset the IRA owns so valuations and contributions stay accurate.

Updated July 14, 2026

  1. Open IRA > Holdings.
  2. Click 'Add holding.'
  3. Pick the asset type (real estate, private note, LLC interest, metals, etc.).
  4. Enter description, acquisition date, cost basis, and current fair market value.
  5. Attach supporting documents (deed, note, K-1) so custodian filings are complete.
  6. Save.

Holdings show up on your IRA dashboard and on the year-end fair-market-value report your custodian files.

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