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67 E Madison St
Suite 1510
Chicago, IL 60603
Fax : 312-283-2615
IRA Club does not provide 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. IRA Club discloses that it may receive a $135 investment holding/technology facilitation fee for each member who invests through the Investor’s Row platform. |
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.