How-To Video Hub

Step-by-step help for logging in, submitting valuations, and using your account with confidence.

Getting started

How to sign up for an IRA Financial Account

How to Add Funds to Your IRA Financial Account

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How to transfer funds from another IRA provider
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How to make a contribution or rollover

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Managing your account

How to make a Roth conversion

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How to refer a friend

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How to value your assets in your IRA Financial Account

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How to Trade Stocks Inside
Your IRA Financial Account

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Add Real-Time Stock Trading to Your IRA Financial Account

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IRA Financial (IRAF) is not a law firm and does not provide legal, financial, or investment advice. No attorney-client relationship exists between the Client and IRAF, its staff, or in-house counsel. IRAF offers retirement account facilitation and document services only. Clients should consult qualified legal, tax, or financial professionals before making investment decisions. IRAF does not render legal, accounting, or professional services. If such services are needed, seek a qualified professional. Custodian-related service costs are not included in IRAF’s professional services.