Questions on filling out new IRA account paperwork??
We’ve been receiving a lot of questions about how to fill out the new IRA account paperwork. If you have questions, the best thing to do is click on the “help” button on our website. The “help” button can be found by clicking on “setup new IRA account”, this will bring you to a disclaimer page. Once you have read and clicked that you agree on the disclaimer page, you will be taken to another page that has setup packages for the four different types of IRAs that we offer. If you scroll down the page, you will see a button labeled “help”. This button will take you to a link that explains every blank that you will find on the account application, hold harmless agreement, fee disclosure and transfer form. If you still have questions after following along with these tips, please feel free to contact us by phone. One of our customer service representatives will be happy to help you fill out your paperwork.
