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Open an IRA Account |
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To open an IRA account, fill out an FX Solutions Paper Application.
Managed accounts must also submit a current disclosure document.
Next, select the custodian of your choice:
1) Entrust
2) Equity Trust
3) Millenium Trust
From the website of the Custodian you choose, you will be required to download 4 documents:
- IRA APPLICATION
- TRANSFER DOCUMENT
- BUY DIRECTION LETTER (STANDARD)
- FEE SCHEDULE
Submit the completed FX Solutions application plus the custodian's supporting documentation to the custodian. Allow at least 4 weeks for the account process to be completed.
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