OPEN A NEW ACCOUNT
Please note: Filling out this form does not automatically create an Advanta IRA account. A representative will contact you to assist you in completing and executing the forms.
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:
- IRA to IRA transfer
- Rollover from a 401(k) or other employer-sponsored plan (403(b), 457, TSP, etc.)
- Annual contribution
I WANT TO OPEN A SELF-DIRECTED IRA
Help us gather a few more details so we can find the self-directed plan that’s best for you.