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Self-Directed


4.4 ( 7264 ratings )
财务
开发 Solera National Bank
自由

About this app

Apply today for your self-directed retirement account!

Diversify and control your retirement investments through alternative assets such as real estate by opening a self-directed retirement account. The “Self-Directed” app allows you to apply for a Solo 401k account, a Checkbook IRA account, or a self-directed Custodial IRA account with Solera National Bank.

Available features include:

Secure Identity Verification
· Biometric match of live selfie against a government issued photo ID
· Access your saved application through a quick liveness test

Quick and Easy to Navigate
· Complete your entire application in minutes
· Navigation bar to view your progress and jump to different sections

App will capture all elements to open your account including:
· Traditional vs Roth
· Account funding (transfer, rollover, new contribution)
· Designated beneficiaries