Toolbox for Professionals

This toolbox is designed to help professionals quickly access the information they use most often.

Quick Access	Description
Open a New Account	Assist your clients in opening their SDIRA accounts by completing and printing the online forms.
View Our Fee Schedule	See our competitive IRA fees.
Order Forms & Materials	Coming soon! Order materials to be shipped to your office or sent to your client directly.
Investment Checklists & Forms	See what’s required and the timeline for an alternative investment purchase in: Real Estate (direct ownership) Private Equity (stock, REITs, LPs, LLCs, etc.) Private Debt (trust or mortgage deeds, promissory notes, corporate debt, etc.) Structured Settlements
Marketing Materials	Download our marketing materials.
Retirement Tools & Calculators	Help your clients make informed planning decisions using our link to retirement tools and calculators.
FAQs	To answer the most commonly asked questions about investing with a self directed IRA.
Industry Publications	Read articles and books related to self directed IRAs.
Request Information	Submit your request for us to call or email you.