Open an Account
Thanks for deciding to open an account with New Direction IRA. We look forward to assisting you with all of your Self-Directed IRA investing needs. Below is a description of how you go about opening up a new account. If you have any questions about this process or need assistance, please feel free to contact our office toll-free at 877-742-1270.
Are you ready to open your Self Directed IRA?
Click here to download a copy of our Self Directed IRA application packet. This packet includes everything you need to open an account: application, fee schedule, and introduction information.
Step 1. – Establish a new account:
To open a new account with New Direction IRA, submit the following items:
a. 3 page application
b. 1 page fee schedule
c. $50 account opening fee by check (payable to: New Direction IRA, Inc.) or Visa/MasterCard
All of these are needed to open an account.
Step 2. Fund the new account with a transfer, rollover, or contribution. Please download and complete the necessary forms below and return them to New Direction with a copy of your current plan statement.
Rollover/Direct Rollover Certification Form Download
Deposit/Contribution Form Download
Step 3: Determine what you would like to purchase with your new self-directed IRA and then work with our asset acquisitions department to make the investment through the account.
**We have a great deal of educational material regarding specific investment types. Please feel free to request information.**
