Investing with your IRA Financial self-directed IRA

Investing with your IRA Financial self-directed IRA

  1. Enter your email address and click NEXT.

  2. Choose 'Individual' from the dropdown box and click NEXT.

  3. Fill in your personal information and click NEXT.

  4. Continue to fill in the rest of the profile and click COMPLETE PROFILE

  5. Go to your email and click on the link to continue your investment
  6. If you have chosen to invest in a Regulation D(506c) offering, choose your method of accreditation verification.

  7. Enter the amount of securities you wish to purchase.

  8. Choose IRA from the Investment Source dropdown.

  9. If you ALREADY have an IRA Financial IRA account, then choose 'Invest with my IRA Financial IRA' from the dropdown,

    otherwise, choose 'Open new IRA with IRA Financial' and take a photo or upload a picture of your drivers license.

  10. Click NEXT and your documents will load. Answer the prompts and sign where indicated.
  11. Click Finish and then Click FINISH to complete the investment.

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