GETTING STARTED WITH A SELF-DIRECTED IRA

How to Open a Self-Directed IRA

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. Let’s get started!

  • 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 a self-directed IRA is simple.

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