Log in to open a self-directed feature to expand the range of investment choices for an Investment Solutions IRA.
Things to consider:
- Within 24 hours after you've established a brokerage account you'll see a link to the brokerage website on your account.
- We will create a unique login for you to access the brokerage website. This login will be different from others you use to access your accounts.
- To complete this online, you must have at least $5,000 in your IRA to transfer to a brokerage account to fund the self-directed feature.
- If you have less than $5,000 in your IRA or want to fund the brokerage feature with a rollover or new contribution, use the Self-Directed Brokerage For Investment Solutions IRA form.
- Please print this page to keep a copy of the following login information:
- User ID: The first time you log in to the brokerage website your user ID will be your Social Security number.
- Password: The password will be the first two letters of your mother’s maiden name plus the last four digits of your Social Security number.
