How to Open Your Self-Directed Account

Ready to open a new account but don’t know how? The process is easy, and we’ve broken it down into a few simple steps.

  • Open Account

    Opening an account with Advanta IRA only takes a few minutes. We pair you with your own client account manager who guides you every step of the way.

  • Fund Account

    Add funds by making a cash contribution or by moving or transferring funds from an existing IRA or 401(k) plan.

  • Start Investing

    Choose from a wide variety of alternative investments including real estate, notes and mortgages, single member LLCs, private placements and private stock, precious metals, and other assets.

Let’s Go!

Opening an account is simple.

Or give us a call at 800-425-0653