Congratulations!

You are now on a path towards tax free investing through a self-directed retirement account. A member of our team will be reaching out to answer your questions and help guide you towards the right account that best meets your needs. Ready to keep going? Simply follow the steps below to complete the account opening process on your own or a member of our team can assist you.

How to Get Started

01

Create a username and password

Start by creating your login details to gain access to the full application.

02

Submit the full application

Use your login details to sign in and begin the full application to open an account.

03

Get your account number

Once your account is reviewed and approved. You’ll receive your account number and gain full access to our online retirement platform.

04

Fund your account

Transfer or rollover funds from an existing retirement account or fund your account through a direct contribution. Once funded, you’ll be able to make your investments and start growing your wealth.
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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.