What information is needed for your application?

Similar to opening a bank or brokerage account, you’ll need your name, contact info, date of birth and your Social Security number.

What information is needed to fund your account?

You can fund your new IRA account from an existing IRA (Transfer) or employer-sponsored plan such as a 401k (Rollover), and/or make a direct contribution to your new account. For an Individual Taxable account, you can fund your account by wire, check, or ACH.

Funding from an Existing IRA or Employer-Sponsored Account

If you have funds in an existing account that you are transferring, please make sure you provide a statement or document that provides the following details:

• Name of your current custodian

• Your name EXACTLY as it appears your account registration (for example Mr. John Smith, Sr. versus Mr. John Smith, III)

• Account number and type of retirement account (e.g., Roth or Traditional IRA, 401k, TSP, pension, etc.)

• A list of current holdings in the account.

If you do not have enough uninvested cash in your existing account, you will need to contact your current custodian to liquidate existing assets into cash positions prior to submitting transfer instructions.

Funding via a Contribution

Your funds will be directly deposited into your account through your custodian, Equity Trust Company. Your funds may be delivered via wire, ACH, or check. Information for delivery of the funds will be provided within the online process and can also be found at https://www.trustetc.com/incoming-wire-instructions/.

Start opening your account

To get started, please enter your email address.

To be eligible to establish an account, you must:

1. Be a US Citizen.

2. Have a legal address located within the United States.

3. Be over the age of 18.

4. Be able to provide a statement for accounts included in transfers.

5. Make sure the amount being transferred has been liquidated and is in an uninvested cash position at current custodian.