Your IRA Plan documents have been sent for electronic signature. Please check your email and sign your documents to begin processing.
Visit Our WebsiteImportant: Your setup does not begin until your document is signed. Please check your inbox (and spam folder) for the electronic signature email and complete your signature as soon as possible.
We review and process your signed IRA Plan enrollment form.
We prepare your IRA LLC operating agreement and articles of organization.
Once signed, we file your LLC with the state and obtain your EIN from the IRS.
You receive access to your secure document folder with all your IRA documents.
We guide you through opening your self-directed IRA bank account.
After your account is established, we provide your transfer and rollover documents.
If you sign promptly, processing can begin the same day.
Most clients have their IRA LLC established within 5–7 business days of signing.
Transfers and rollovers depend on your current custodian and typically take the longest.
We do not control third-party bank or custodian processing times.