Toll-Free (866) 447-6598


(You can save the completed application to your computer if you upgrade to Acrobat 8 Professional or newer).

To Open an Account We Need

  1. Application. (Printed single-side only, not front & back – No digital signatures.  We need pages 1,3,5,20,22&23)
  2. Copy of your driver’s license or passport
  3. Check for $50 for the set-up fee (made payable to uDirect IRA Services)*
  4. Copy of the statement from your current IRA or other retirement account
  5. W-9 Form HERE

(No electronic signatures, please)

*You can pay the $50 fee by credit card using PayPal (below)

Last Name

To expedite the opening of your account, upload your completed, signed application and a copy of your ID to our online portal HERE or fax to (866) 538-3539.   Our email is  Safety & Security:  We recommend you send your original application and enclosures via PRIORITY MAIL or some other trackable mail service to:  8 Corporate Park, Ste 210, Irvine, CA 92606


uDirect IRA Services staff is working both from home and from our offices in response to COVID-19. Rest assured, we are fully operational and ready to help with your retirement needs.