OPEN A NEW ACCOUNT

FREQUENTLY ASKED QUESTIONS

How long does it take to open an account?

Once you’ve submitted this form, a representative of Advanta IRA will contact you at the next business opportunity to assist you in getting the proper forms fully completed and executed. In most cases, once we receive completed forms your account opens on the same day and you’re able to fund it and start investing.

How can I fund my Advanta IRA account?

Once your account has been opened and approved, funding your IRA can be accomplished in three different ways:

  1. IRA to IRA transfer
  2. Rollover from a 401(k) or other employer-sponsored plan (403(b), 457, TSP, etc.)
  3. Annual contribution

I WANT TO OPEN A SELF-DIRECTED IRA