{"id":10364,"date":"2020-01-22T20:23:12","date_gmt":"2020-01-22T20:23:12","guid":{"rendered":"https:\/\/udirectira.com\/?page_id=10364"},"modified":"2024-02-29T22:39:07","modified_gmt":"2024-02-29T22:39:07","slug":"open-an-account","status":"publish","type":"page","link":"https:\/\/udirectira.com\/open-an-account\/","title":{"rendered":"Open an Account"},"content":{"rendered":"
[vc_row css=”.vc_custom_1579724765585{padding-top: 60px !important;}”][vc_column width=”1\/2″][vc_btn title=”Self Directed Traditional IRA Application” color=”primary” align=”center” link=”url:https%3A%2F%2Fudirect.aet.app%2Fonboarding|target:_blank”][vc_btn title=”Self Directed Roth IRA Application” color=”primary” align=”center” link=”url:https%3A%2F%2Fudirect.aet.app%2Fonboarding|target:_blank”][vc_btn title=”Self Directed SEP IRA Application” color=”primary” align=”center” link=”url:https%3A%2F%2Fudirect.aet.app%2Fonboarding|target:_blank”][\/vc_column][vc_column width=”1\/2″][vc_btn title=”Self Directed Simple IRA Application” color=”primary” align=”center” link=”url:https%3A%2F%2Fudirect.aet.app%2Fonboarding|target:_blank”][vc_btn title=”Self Directed Solo(k) Application” color=”primary” align=”center” link=”url:https%3A%2F%2Fudirectira.com%2Fwp-content%2Fuploads%2F2022%2F03%2FuDirect-one.K-App-v.13c-20220222.pdf|target:_blank”][vc_btn title=”Self Directed Inherited IRA Application” color=”primary” align=”center” link=”url:https%3A%2F%2Fudirectira.com%2Fwp-content%2Fuploads%2F2021%2F12%2FREVISED-INHERITED_v2-App-2021.pdf|target:_blank”][\/vc_column][\/vc_row][vc_row css=”.vc_custom_1482908664714{padding-top: 20px !important;}”][vc_column width=”1\/2″ css=”.vc_custom_1482908671786{padding-top: 40px !important;}”][vc_column_text]To Open an Account We Need \n<\/span>[\/vc_column_text][vc_column_text css=”.vc_custom_1709245746340{margin-bottom: 15px !important;}”]<\/p>\n\n
Application<\/strong>. Click on account type & complete form<\/li>\n
Copy of your driver\u2019s license or passport<\/strong><\/li>\n
Check for $50 for the account setup fee <\/strong>(made payable to uDirect IRA Services) or you can pay the account setup fee using PayPal. \n<\/strong><\/li>\n
Copy of the statement from your current IRA or other retirement account<\/strong><\/li>\n
Copy of your social security card<\/span><\/strong> OR the first 2 pages of your federal tax return. Please sign and date the tax return page 2<\/span><\/li>\n
The Inherited IRA and the Solo 401k must be submitted as a written application. <\/strong>Contact us at info@uDirectIRA.com for the form.<\/li>\n<\/ol>\n