Open an account
- Download the Choice iOS app
- or Open an account online
- Paper applications: Standard Account Kit for Self-Directed IRAs | Custodial Account Kit for taxable accounts and non-IRA
*Please note that paper and PDF applications will incur a $60 account setup fee.
- Account Transfer | How to avoid transfer delays.
- Deposit Instructions
- ACH Contribution Election
- Conversion Instructions
Make an Investment
- Investment Direction Kit
- Investment Direction for Digital Currency
- Investment Callback Election
- In-Kind Contribution or Exchange
- Precious Metals Depository Election
Request a Distribution
Update Account Information
- Information Update Request | Update address, contact information, etc.
- Beneficiary Designation and Change Request
- Fair Market Valuation
- Fair Market Valuation for LLC Holdings
- Fee Payment Authorization