American IRA Logo
1
Account Onboarding
2
Personal Information
3
Marital Status
4
Account Type
Open an American IRA Account

This application is for new American IRA client only. 

Before starting your application, please have the following items ready:


▫   Copy of current/valid ID (Driver’s License, Passport, State-issued ID).


▫   Copy of most recent statement from the current IRA Custodian.


Follow These Steps to Set Up and Fund Your New Account:

Provide Your Personal Information
Enter the following details:
  • Full Legal Name
  • Social Security Number
  • Date of Birth
  • Legal Physical Address (PO boxes are not accepted; special characters such as "#" or "." are not allowed in the Address fields)
  • Phone Number
  • Email Address
  • Marital Status
  • Current or Most Recent Employee (include industry and job title)
Note: Responses such as "Retired", "NA" or "Self-Employed" are not accepted.
Select Account Type
Choose from the following options:
  • Roth IRA
  • Traditional IRA
  • Solo 401(k)
  • SEP IRA
  • SIMPLE IRA
  • ESA (Education Savings Account)
  • HSA (Health Savings Accounts)
Finalize Your Application

  • Log Into Your Client Portal 

Look for an email titled “Welcome to American IRA Portal”. 

Click the link in the email to create your password and log in.

  • Complete Your Application

Once logged in, find your new account in progress. Click on the account and complete all sections labeled "Not Started.” 

  • Upload Statement 

Submit a copy of your most recent statement from your current IRA custodian or a contribution confirmation. 


The statement must include: 

  • Account number
  • Account holder name and address 
  • Account type

This is required to comply with Division of Banking standards.

  • Pay Your Application Fee 

Use a valid credit card to pay the one-time $52 application fee. This card will also be used for future account charges.

  • Verify with Plaid 

After paying the fee, look for an email titled “Urgent: Action Needed to Complete Your American IRA Account Setup.”


Click the link in the email to complete identity verification by uploading a government-issued photo ID.


  • Complete Your DocuSign Agreement

You’ll receive an email titled “DocuSign: Please Sign Your American IRA Agreement."  

Follow the link to electronically sign your agreement.


                          Have Questions?


If you encounter any difficulties or have any questions along the way, don't hesitate to reach out

to our New Accounts team for assistance.


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.
Login Details

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

By continuing, you agree to American IRA's Account