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Forms and Fee Schedule

Please use the forms below to open an account, make changes to an existing account, or instruct Advanta IRA to purchase an investment with your self-directed IRA. You will also find our fee schedule. If you have any questions, please give us a call 800.425.0653.

Open a New Account
Make a New Investment
Maintain Your Account
Fee Schedule

Advanta IRA General IRA Application

Solo 401(k) Application

HSA Application

ESA Application

Recordkeeping Application

Digital Assets Purchase Authorization Form

Notes Purchase Authorization Form

Precious Metals Purchase Authorization Form

Private Placements Purchase Authorization Form

Real Estate Purchase Authorization Form

Trading Account Purchase Authorization Form

Beneficiary Designation Change Form

Change of Address Form

Deposit Coupon – Solo 401(k)

Distribution Form

Fair Market Valuation Form

Interested Party Designation Form

Limited Power of Attorney Form

Payment Authorization Form

Qualified Plan Distribution Form

Rollover Certification Form

Roth Conversion Form

Sale or Return of Investment Authorization Form

Advanta IRA Fee Schedule

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