Forms, Fees and Disclosure Links

Open an account

• Download the Choice iOS app
• or Open an account online
  

• Account Transfer | How to avoid transfer delays.
• Deposit Instructions
• Conversion Instructions

Make an Investment

• Investment Direction
• Representation Letter | Required with Investment Direction for private equity, private lending and SMLLCs
• In-Kind Contribution or Exchange
• Precious Metals Depository Election

Request a Distribution

• Distribution Request | Single-Member LLC Q&A

Update Account Information

• Information Update Request | Update address, contact information, etc.
• Beneficiary Designation and Change Request
• Fair Market Valuation
• Fair Market Valuation for LLC or Trust Holdings
• Fee Payment Authorization

Fees & Disclosures

Account Fees

• Transaction & Service Fees*

Please note that Transaction & Service fees are increasing in August 2022.

Custodial Agreement & Disclosure Statements

• Traditional IRA
• Roth IRA
• SEP IRA
• SIMPLE IRA

• Learn More About IRA Contributions
• Learn More About IRA Distributions
• Download IRS Form 5305-SEP
• Download IRS Form 5304-SIMPLE or 5305-SIMPLE