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.
You may choose a name for the trust if you desire. If you do not enter a name, we will name the trust "(Your initials) Investment Trust" (e.g. if your name was John Doe, we would name the Trust "JD Investment Trust").
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The only punctuation and special characters allowed are hyphen (-) and ampersand (&).
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The Trust name may not end with any of the following: “Inc”, “Corp”, “LLC”, “PLLC”, “LC” or “PA”.
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Please do not include the words “Crypto”, “IRA” or “Retirement”.
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The name must end with "Trust". If you do not include it, we will add it for you.