Investing with your IRA Financial self-directed IRA
Enter your email address and click NEXT. Choose 'Individual' from the dropdown box and click NEXT. Fill in your personal information and click NEXT. Continue to fill in the rest of the profile and click COMPLETE PROFILE Go to your email and click on ...
I have signed my documents, but I can't complete my investment.
If the Circle on the header of 'Document Signature' is not filled with a checkmark, that just means you need to click on the ‘Finish’ button above the documents; That click, should put a check mark in the circle. Once you have done that, you will ...
I forgot my password AND my security questions!
At Capital2Market, we take your security and privacy seriously. That's why it is purposely somewhat difficult to obtain reset your password without your security questions. Due to the highly personal and financial information contained within your ...
ACH Authorization Form
In order to change your payment method, you will need to contact support and request the change. For ACH, if you have not filled out an ACH Authorization Form already in your signing documents, you will need to fill out the attached form and send to ...
Standard Support Process
Per the conversation yesterday, we are setting up the two support channels for Issuer (email and phone) and wanted to confirm the process with you guys. I think they are generally the same for both Phone and Email. Phone Dedicated support phone ...