Open Your Account
Opening
a new account with American IRA is simple and quick.
Before starting the application, please have
the following items ready:
▫
Copy
of current/valid ID
(Driver’s License, Passport, State-issued ID).
- To comply with federal regulation,
including the USA PATRIOT Act, we must verify your identity to protect
your investments. The Division of Banking requires a valid ID for
verification.
▫ Copy of most recent statement from the
current IRA Custodian.
- Submit
a copy of your most recent statement from your current IRA custodian or a
contribution confirmation (Excludes ESCROW accounts.) The statement
must include your account number, the name on the account, and the
account type to meet Division of Banking compliance requirements.
Follow
these steps to set up and fund your new account:
Enter
Personal Information
Provide your Full Legal Name, Social Security
Number, Date of Birth, Legal Address, Phone Number, and Email Address. Additionally,
please include your marital status, current or most recent employer, industry,
and job title.
Select
Account Type
Choose
from the following: Roth IRA, Traditional IRA, Solo 401(k), SEP IRA, SIMPLE
IRA, ESA, or HSA.
Finalize
Your Application
▫
Verify E-Signature
- Click the URL link sent from E-Signature
Notification <no-reply@formassembly.com>
to
complete your application.
▫ Verify Plaid
- Click
the URL link sent from American IRA via verify.plaid.com
to
complete your identity verification. This verification is required by
federal regulations, including the USA PATRIOT Act. Plaid ensures a
secure, efficient, and reliable process, protecting your personal
information while streamlining the setup of your account.
Have
Questions?
Here is a a Step-By-Step Guide to Setting up Your Account
We’re
here to assist you.
If you have any questions or need guidance, please email us at NewAccounts@AmericanIRA.com.
