Skip to main content
Self-Directed IRA

Open Your SDIRA with the Setup Wizard

The guided flow that walks you from eligibility check to funded account.

Updated 07-14-2026

  1. Go to the IRA page and click 'Start Your Setup.'
  2. Answer the eligibility questions (account type: Traditional, Roth, SEP, or SIMPLE).
  3. Verify your identity — the custodian requires ID and address confirmation.
  4. Designate beneficiaries.
  5. Fund the account: contribute new cash, or roll over from an existing IRA or 401(k).
  6. Confirm. The custodian opens the account, usually within 5–15 business days.

Trustee-to-trustee transfers are cleaner than 60-day rollovers — no withholding and no annual limit.

Was this article helpful?

Related