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What to Expect

Gemini Account with IRA Financial

Thank you for submitting an IRA or 401(k) application with IRA Financial. Here’s what to expect starting with your application all the way to funding your investment with us.

Submit your application on our app

The following timelines are based on standard non-expedited selection. You can premium expedite (within 24 hours) for one or more processes ($200 each) or standard expedite (within 48 hours) for one or more processes ($75 each).
  1. The application will go into a queue to be reviewed. A new account specialist will call you within 3-5 business days if items are missing, filled out incorrectly, or need further follow up.
  2. Once the application is complete and correct, an account number will be assigned within 3-5 additional business days. The account number will be emailed to you by
  3. The transfer form will be submitted to the Transfer Department, or instructions to complete a Rollover or contribution will be emailed to you with your account number.

Solo 401(k) Loan

Gemini Account

Open your Gemini account

  1. Once your IRA Financial account has been opened, we will send you a link so you can open a Gemini account. All you will need is some basic personal information and one photo ID.
  2. Once your Gemini account has been opened, you will receive an email with your account number and a separate email with a link to activate it. The Gemini account will be opened in the name of your IRA or 401(k), but you will have total control over it.
  3. Once Gemini approves your Gemini account, your account status will change from Pending to Active.

Invest in cryptocurrency

  1. After you are notified that your new Self-Directed IRA or 401(k) account has been funded, complete the Gemini Investment Authorization Form on our app. There, you will enter the investment information and funding instructions so that IRA Financial can fund your investment. You will receive an email with your account number and all the information you need to complete the form.
  2. An IRA Financial team member will call for verbal verification before we send the funds. The number will come from a 605 area code.
  3. The funds will be sent to Gemini so you can begin investing in cryptocurrency. You will receive an email confirming that your funds are available for trading on the Gemini platform.

Alternative Asset Investments

Investing your retirement funds in alternative assets is not just a choice, it’s a movement. One that offers the possibility of greater choice, independence, and retirement wealth for everyone. Thank you for joining us. Your retirement future is as bright as you want it to be!