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Open an IRA Account

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
:

  1. IRA APPLICATION
  2. TRANSFER DOCUMENT
  3. BUY DIRECTION LETTER (STANDARD)
  4. 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.