How to Open An Account
1.
Application
Click on account type below & complete form.
2.
Copy of your driver’s license or passport
3.
Check for $50 for the account setup fee
(made payable to uDirect IRA Services) or you can pay the account setup fee using PayPal.
4.
Copy of the statement from your current IRA or other retirement account
5.
Copy of your social security card
OR the first 2 pages of your federal tax return. Please sign and date the tax return page 2.
6.
The Inherited IRA and the Solo 401k must be submitted as a written application.
Contact us at info@uDirectIRA.com for the form.
What This Means for You
When you open an account, we will ask for your name, address, date of birth, and other information that allows us to identify you. We will ask to see your driver’s license or passport or perhaps other identifying documents as well. Because of this, it’s important that you have these documents available and that you’re prepared to supply them upon opening an account. This way, we can get your retirement plan IRA up and running much quicker and with the most accurate information possible.
Call us with any questions at (866) 538-3539. Your Safety & Security Are Important To Us. If you wish to mail documents, we recommend you send via PRIORITY MAIL or some other trackable mail service to: 8 Corporate Park, Ste 300, Irvine, CA 92606.
