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Account Onboarding
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Personal Information
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Marital Status
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Account Type
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Interested Party
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Beneficiary
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Account Funding
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Documents
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Fee Payment

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.



Create Your Login

To begin, please enter your full legal name (as shown on your government-issued ID) and your email address.



American IRA Portal. Your email address will serve as your username.

By continuing, you agree to American IRA's Account


© 2024 American IRA

DISCLAIMER American IRA, LLC, a North Carolina limited liability company, serves as a Third Party Administrator on behalf of the Custodian, New Vision Trust Company, a state chartered South Dakota Trust Company. As a Self-Directed IRA administrator we are a neutral third party. We do not make any recommendations to any person or entity associated with investments of any type (including financial representatives, investment promoters or companies, or employees, agents or representatives associated with these firms). We are not responsible for and are not bound by any statements, representations, warranties or agreements made by any such person or entity and do not provide any recommendation on the quality, profitability or reputability of any investment, individual or company. The terms "we" and "us" refer to American IRA, with offices located in Asheville, NC and Charlotte, NC.