Step 1 of 11

Which type of plan are you establishing?(Required)

Plan For an Individual

Plan For a Business With No W-2 Employees

HSA (Health Savings Account)

Which type of individual account are you establishing?(Required)

Traditional IRA

Roth IRA

Youth IRA (17 years or younger)

Which type of business account are you establishing?(Required)

Solo 401(k)

SEP IRA

Type of Solo 401(k)(Required)

Traditional 401(k)

Roth 401 (k)

Is this account inherited?(Required)

Yes

Account Type(Required)

HSA with debit card for medical expenses

HSA for investing

Establish both

Coverage(Required)

Individual

Family

You are eligible to open a Family HSA if you have a High Deductible Health Plan that covers you and at least one other person, such as your spouse or a dependent.

Account information (check if applicable)

I have a qualifying high deductible health insurance plan and will make annual contributions

I will rollover HSA funds from another firm to IRA Club, but no longer have a high deductible plan that qualifies me to make future contributions

Minor Information

Minor First Name(Required)

Minor Middle Name(Required)

Minor Last Name(Required)

Date of Birth(Required)

Month

Day

Year

Social Security Number(Required)

Phone/Mobile(Required)

Email(Required)

Please Enter The Guardian Information for the minor Account

Name(Required)

First Middle Last

Email(Required)

Phone/Mobile(Required)

Relationship to Child(Required)

Address(Required)

Street Address Address Line 2 City State ZIP Code

Date of Birth(Required)

Month

Day

Year

Social Security Number(Required)

Marital Status

Gender

Identity Verification: To comply with federal law and prevent financial crimes, we need to verify your identity when you open an account. This involves providing some personal information and a copy of your ID. We use a secure process called Persona. This information is kept secure and is used solely for verification purposes.

Persona Verification(Required)

Persona Verification

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Persona Inquiry ID

How will you fund your account?(Required)

IRA to IRA Transfer

Former Employer Plan (401k, 403b, 457, TSP)

Annual Contribution (Powered by Plaid)

Pensions/Annuity

Each account requires a $500 minimum cash balance

How will you fund your account?(Required)

HSA to HSA Transfer

Annual Contribution (Powered by Plaid)

Each account requires a $500 minimum cash balance

Current Firm Name(Required)

Don't see your firm listed above?

Brokerage/Firm Name(Required)

Brokerage/Firm Address(Required)

Street Address Address Line 2 City State ZIP Code

Will this be a full or partial transfer?(Required)

Full Transfer

Partial Transfer

Partial transfer of:(Required)

Cash

Positions ( i.e Stocks, ETFS, Mutual Funds, Bonds, ETC)

Cash transfer amount(Required)

Please enter a number greater than or equal to 0.

Firms have specific transfer requirements, and this information will help expedite the transfer process

Cash transfer amount(Required)

Please enter a number greater than or equal to 0.

Firms have specific transfer requirements, and this information will help expedite the transfer process

What type of positions do you have?(Required)

Stocks

ETFs

Bonds

Mutual Funds

The clearing broker that IRA Club uses does not support mutual funds(Required)

I understand

You must sell your mutual funds before transferring

Stocks/ETFs(Required)

Symbol

Quantity

Tax Year for Contrbution(Required)

Contribution Amount(Required)

Transferring Firm Account Type(Required)

Transferring Firm Account Number

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Transferring Firm Account Number

If available please upload your current custodian’s (Fidelity, Vanguard, TD, Schwab, etc.) statement to expedite the transfer process.

Max. file size: 50 MB.

Would you like to add a beneficiary?(Required)

Yes

Beneficiary First Name(Required)

Beneficiary Last Name(Required)

Phone

Beneficiary Date of Birth

Month

Day

Year

Beneficiary Social Security Number

Relationship to Account Owner(Required)

Share Percentage for this Beneficiary(Required)

Example: 100% Primary

Would you like to add another beneficiary?(Required)

Yes

Beneficiary Full Name(Required)

Beneficiary Date of Birth

Month

Day

Year

Beneficiary Social Security Number

Relationship to Account Owner(Required)

Example: 100% Primary

Share Percentage for this Beneficiary(Required)

Would you like to add a third beneficiary?(Required)

Yes

Beneficiary Full Name(Required)

Beneficiary Date of Birth

Month

Day

Year

Beneficiary Social Security Number

Relationship to Account Owner(Required)

Example: 100% Primary

Share Percentage for this Beneficiary(Required)

Would you like to add a fourth beneficiary?(Required)

Yes

Beneficiary Full Name(Required)

Beneficiary Date of Birth

Month

Day

Year

Beneficiary Social Security Number

Relationship to Account Owner(Required)

Share Percentage for this Beneficiary(Required)

Example: 100% Primary

Plan Adoption Information(Required)

Sole Proprietorship

Partnership

C-Corp

S-Corp

LLC

Business Name(Required)

Business Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

EIN(Required)

NAICS #

Nature of Business(Required)

Fiscal Year Ends(Required)

December 31

Other

Are you the sole owner of the business?(Required)

Yes

What percentage of the business do you own?(Required)

Other business owners (optional)

Name

Percentage

How many W-2 employees are employed by the above-named business other than you or your spouse?(Required)

Zero

One or more

In addition to the above-named business, do you own or control any other businesses?(Required)

Zero

One or more

How many W-2 employees are employed by your other businesses other than you or your spouse? Do not count employees who work 999 hours or less.(Required)

Zero

One or more

ETZ Pricing(Required)

Price:

Payment Method(Required)

American Express

Discover

MasterCard

Visa

Maestro

Supported Credit Cards: American Express, Discover, MasterCard, Visa, Maestro

Card Number Expiration Date Security Code Cardholder Name

How do you want to pay your future fees?(Required)

Credit Card (preferred method)

Name on Credit Card(Required)

Credit Card Number(Required)

Expiration Month(Required)

Expiration Year(Required)

CVV(Required)

Billing ZIP Code(Required)

I agree

By checking this box you agree to our Terms of Service and Privacy Policy, as well as our partner Dwolla's Terms of Service and Privacy Policy In addition, you agree to our partners iFlip and Optionality Terms of Service. This will authorize us to use your legal name as an electronic signature on the documents required to setup you broker account. IRA Club may utilize third-party administrators, a clearing house, broker dealers, or tech companies to assist with certain administrative functions. These third parties are independent companies that have been selected and meet our standards for data security and privacy. Please be aware that your information may be shared with these third parties solely for the purpose of completing the requested services. *iFlip fees may apply.

Please click SUBMIT on the form page after submitting HelloSign to complete your application

I understand I need to click the submit button below to have my account fully created(Required)

I understand I need to click submit to have my account fully created

Hellosign Verification(Required)

This field is for validation purposes and should be left unchanged.

ETZ Application

Please click SUBMIT on the form page after submitting HelloSign to complete your application

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