Broad Financial will create a trust which will be held by your IRA at our sister company, Madison Trust Company. Upon completing this application you will be sent an email with a link to open an IRA at Madison Trust.
Please provide a name for your Ultimate IRA Trust®.
- The only punctuation and special characters allowed are hyphen (-) and ampersand (&).
- The trust name may not end with any of the following: “Inc”, “Corp”, “LLC”, “PLLC”, “LC” or “PA”.
- Please do not include the words “Crypto”, “IRA” or “Retirement”.
- The name must end with "Trust". If you do not include it, we will add it for you.