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Account Onboarding
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Personal Information
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Marital Status
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Account Type
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).

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


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

▫   Log Into Your Client Portal 

-  You will receive an email titled “Welcome to American IRA Portal”. This email contains a link to create your password, which you’ll need to access your client portal. 

 

▫   Complete Your New Applicaiton 

-  After logging into your client portal, you’ll see your new account in progress. Click on the link to your new account and complete any outstanding steps 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 your account number, account holder name, and account type to meet Division of Banking compliance requirements. 

 

▫   Pay Application Fee 

-  American IRA requires a valid credit card for each account to process the one-time $52 application fee and any future charges associated with your account. 


▫   Verify Plaid 

-      After paying your application fee, you’ll receive an email titled “Urgent: Action Needed to Complete your American IRA Account Setup”. Click the URL link in the email to complete your identity verification. To comply with federal regulations, including the USA PATRIOT Act, we must verify your identity to protect your investments. The Division of Banking also requires a valid ID for verification. Plaid ensures a secure, efficient, and reliable process, safeguarding your personal information while streamlining the setup of your account. 

                          Have Questions?


We’re here to assist you. 

If you have any questions or need guidance, please email us at NewAccounts@AmericanIRA.com.

CreateYour 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


© 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.