Proxy Onboarding Small Business Accounts - IRA Club


Our financial advisors offer personalized solutions to assist you in reaching your financial goals, whether you are saving for retirement, managing your wealth, or just starting. Proxy can provide the assistance you need.

Connect with IRA Club to learn more about personalized administrative services for a variety of tax advantaged plans such as Self Directed IRAs, HSAs, and Solo 401(k)s.

The Process

Three Simple Steps for Onboarding Small Businesses

Establish Your Self-Directed Retirement Account

It’s fast, easy, and hassle-free

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Taking a financial risk tolerance test is beneficial because it helps individuals gain a clearer understanding of their comfort level with financial risk. The test typically assesses factors such as investment goals, time horizon, and emotional reactions to market fluctuations. By determining one’s risk tolerance, individuals can make more informed decisions when it come to investments, asset allocation, and financial planning.

Resource Center

Why Self Direct?

A video resource for why self direct is the right choice.


The most common Self Directed IRA questions.

Retirement Calculators

Save towards a financially secure retirement.

Self Directing Guide

A quick resource to help you start building your wealth.

IRA to IRA Transfer Form

This form provides the information for IRA Club to request funds from an IRA at another firm.

Contact Your 401k Administrator Guide

This form allows 401k funds to transfer to an IRA.

Investment Directions Form

A guide for investment directions for secured loans

Submit Investment Documents

Secure document upload.

IRA Club


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Disclaimer: 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 their due diligence and consult with the appropriate professional(s) licensed in that area before entering any investment. Performing due diligence helps protect against fraud. If you received this e-mail in error, please notify us immediately by sending an e-mail or by calling.