How it works
Self-Directed Investing,
Made Simple.
As a valued client, you can expect to have your own dedicated Personal
Account Manager who will take care of all your account needs while
ensuring IRS compliance.
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Please note our office will be closing early on Friday, May 22nd at 1:00 PM CDT. We will be closed Monday, May 25th in observance of Memorial Day. Regular business hours will resume on Tuesday, May 26th at 9:00 AM CDT. |
How it works
As a valued client, you can expect to have your own dedicated Personal
Account Manager who will take care of all your account needs while
ensuring IRS compliance.
Our Process
1
Open
Choose your account type and open your self-directed IRA with IRA Club. Our team will guide you through every step of the process.
2
Fund
Fund your account through a direct contribution, IRA transfer, or 401(k) rollover. We make the entire funding process seamless.
3
Invest
Invest in what you know. With a self- directed IRA, you have the freedom to choose from a wide range of alternative assets.
4
Grow
Watch your retirement wealth grow with unlimited account growth potential, low flat fees, and ongoing support from your dedicated account manager.
Why Thousands Trust IRA Club
Members Administered
Choose Your Account
Talk to one of our IRA experts — no obligation, just helpful guidance
tailored to your retirement goals.
Cash-funded IRAC, iFlip, and Coinbase- backed crypto accounts are FDIC-insured through our banking partner.
Free allowable transaction analysis on investments to help keep your account IRS compliant.
Two-factor authentication (2FA)
enablement and encouragement for
accounts.
The clearing broke that IRA Club uses does not support mutual funds. Please liquidate those positions before completing this ACATS transfer request. If you are not sure what your money is currently invested in, we highly suggest you contact your existing broker to find out.
Ira Club will still Establish retirement account however if mutual funds are not liquidated transfer of funds will not be initiated.
A. I currently hold (or am now in the process of opening) an account with IRA Club.
B. The designated third party on this form may seek information regarding the above-captioned account.
C. The designated third party may not transfer funds, transfer assets, or authorize investment transactions on behalf of the account owner.
D. I now and forever hold harmless and release IRA Club and its employees for any and all errors in the execution of this agreement. I further understand and agree that IRA Club and its employees cannot be responsible for all actions that a third party may take.
E. I understand disputes may arise from this agreement. IRA Club will settle disputes in Cook County, Illinois, and that the laws and regulations of Cook County, Illinois shall apply.
F. Separation: I understand the IRA Club is an independent company and is not related to the third party.