How Do I Get Started? How Do I Get Started?

How Do I Get Started?

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Please follow the steps in this article to get started:

  1. From our homepage,, you will click "Open Account".
  2. Fill in the information indicated and click "Create Account".
  3. You will receive an email that you will need to open and click through to verify your email address.
  4. Log in to get started on your "Account Application".
  5. Start filling in the application with your personal information.
  6. Choose the Type of IRA you want to open and how you will fund it.
  7. After agreeing to IRA Adoption Agreement, you will be taken to your Dashboard.
  8. Your account has been submitted and your initial funding event has been created.

Note: If you're doing more than one funding event or want to add funds in the future, click "Add Funds".

Keep an eye on your inbox for emails from our processing team with any questions while we review your application.

Once accepted, we will send you an email to DocuSign your application.

Please also feel free to check out our introductory explainer How-To Videos.