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Self-Directed IRA

Open Your SDIRA with the Setup Wizard

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

Updated July 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.

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