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  • How it Works
    • Why Self-Direct?
    • Our Process
    • Account Types
    • Pricing
  • Investor’s Row
    • Alternative Assets
      • Syndications and Crowdfunding
      • Real Estate
      • Lending
      • Oil, Gas, and Mineral Rights
      • Stocks and ETFs
    • Raise Capital
      • Sponsor Benefits
      • Take Your Event to the Next Level
  • Financial Professionals
    • Your Dedicated Partner
      • About IRA Club
      • Why IRA Club
    • Are You?
      • Real Estate Broker or Agent
      • Investment Sponsor
      • Syndicator
      • Financial Institution
      • CPA, Tax Advisor, or Attorney
    • Assistant
      • 3-Party Access Form
      • Online Portal Access
  • Clients
    • Transfer Funds
      • Funding Timelines
      • IRA Transfer
      • 401k Transfer
      • TSP Transfer
      • 403b Transfer
      • Contribution Limits
    • Invest
    • Contribution Limits
    • Manage Account
    • Forms
  • Tools
    • Secure Upload
    • Events
    • Investor’s Kit
    • Resource Center
      • Retirement Calculators
      • Non-Recourse Lenders
      • IRA Club Videos
      • Free eBook
      • Forms and Guides
      • Blog
      • UBIT & UDFI
    • FAQs
  • 312 795-0988
  • My Accounts
    • Account Login – IRA Club Member Portal
    • IRA Club Member Trading Account – Login
    • Account Login – Sponsor Portal
Schedule A Call
IRA Club
  • FCB97114-C0C0-4723-9A97-0FE952A895DC 312 795-0988
Main Menu
  • My Accounts
    • Account Login – IRA Club Member Portal
    • Account Login – IRA Club Member Trading Account
    • Account Login – Sponsor Portal
Schedule A Call
Menu
  • How it Works
    • Why Self-Direct?
    • Our Process
    • Account Types
    • Pricing
  • Investor’s Row
    • Alternative Assets
      • Syndications and Crowdfunding
      • Real Estate
      • Lending
      • Oil, Gas, and Mineral Rights
      • Stocks and ETFs
    • Raise Capital
      • Sponsor Benefits
      • Take Your Event to the Next Level
  • Financial Professionals
    • Your Dedicated Partner
      • About IRA Club
      • Why IRA Club
    • Are You?
      • Real Estate Broker or Agent
      • Investment Sponsor
      • Syndicator
      • Financial Institution
      • CPA, Tax Advisor, or Attorney
    • Assistant
      • 3-Party Access Form
      • Online Portal Access
  • Clients
    • Transfer Funds
      • Funding Timelines
      • IRA Transfer
      • 401k Transfer
      • TSP Transfer
      • 403b Transfer
      • Contribution Limits
    • Invest
    • Contribution Limits
    • Manage Account
    • Forms
  • Tools
    • Secure Upload
    • Events
    • Investor’s Kit
    • Resource Center
      • Retirement Calculators
      • Non-Recourse Lenders
      • IRA Club Videos
      • Free eBook
      • Forms and Guides
      • Blog
      • UBIT & UDFI
    • FAQs
  • 312 795-0988
  • My Accounts
    • Account Login – IRA Club Member Portal
    • IRA Club Member Trading Account – Login
    • Account Login – Sponsor Portal
IRA Club
Schedule A Call
Menu
  • How it Works
    • Why Self-Direct?
    • Our Process
    • Account Types
    • Pricing
  • Investor’s Row
    • Alternative Assets
      • Syndications and Crowdfunding
      • Real Estate
      • Lending
      • Oil, Gas, and Mineral Rights
      • Stocks and ETFs
    • Raise Capital
      • Sponsor Benefits
      • Take Your Event to the Next Level
  • Financial Professionals
    • Your Dedicated Partner
      • About IRA Club
      • Why IRA Club
    • Are You?
      • Real Estate Broker or Agent
      • Investment Sponsor
      • Syndicator
      • Financial Institution
      • CPA, Tax Advisor, or Attorney
    • Assistant
      • 3-Party Access Form
      • Online Portal Access
  • Clients
    • Transfer Funds
      • Funding Timelines
      • IRA Transfer
      • 401k Transfer
      • TSP Transfer
      • 403b Transfer
      • Contribution Limits
    • Invest
    • Contribution Limits
    • Manage Account
    • Forms
  • Tools
    • Secure Upload
    • Events
    • Investor’s Kit
    • Resource Center
      • Retirement Calculators
      • Non-Recourse Lenders
      • IRA Club Videos
      • Free eBook
      • Forms and Guides
      • Blog
      • UBIT & UDFI
    • FAQs
  • 312 795-0988
  • My Accounts
    • Account Login – IRA Club Member Portal
    • IRA Club Member Trading Account – Login
    • Account Login – Sponsor Portal

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    67 E. Madison St., Suite 1510

    Chicago, IL 60603

    IRA Club does not offer investment, tax, financial, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and investments. All parties are strongly encouraged to perform due diligence and consult with the appropriate professional(s) licensed in that area before entering any investment. Performing due diligence helps protect against fraud.

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    Supported Credit Cards: American Express, Discover, MasterCard, Visa
     
    Pledge to the Investment

    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.

    Disclaimer

    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.