2 Great Self-Directed Solutions
Do everything on our app
We want to work with you
Individual, institution, or advisor—we’ll handle all your IRA or 401(k) alternative asset custody needs.
We Handle Everything
We open your self-directed bank account, handle all IRS reporting, and offer annual IRS compliance services.
Our self-directed plans have no account value fees, account management fees, or minimum balance requirement.
For Institutions & Advisors
Gain online access to client accounts and generate fees from your clients’ investments in alternative assets.
Download our info kit to learn more about the Self-Directed IRA
Robust, easy to read, and updated for 2022. This guide is your one-stop shop for all the most important questions about the Self-Directed IRA.