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General Application IRA Club
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    (Please note, each account requires a $500 minimum cash balance)
    • IRA to IRA Transfer
    • Old Employer Plan (401k, 403b, 457, TSP)
    • Contribution
    • Pension/Annuity
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    This guide will also be attached in your email as a link.
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    • American Funds
    • Edward Jones
    • E-Trade
    • Fidelity
    • LPL Financial
    • Pershing
    • Charles Schwab
    • TD Ameritrade
    • Vanguard
    • Other
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    Drag and drop files here
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    Max. file size: 10.6MB
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    Please Use Promo Code (Youth) to Waive your Set Up Fee
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    My Bag
    2
    My Bag
    Great Product Name
    $20
    Quantity:1
    Size:Small
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    Great Product Name
    $20
    Quantity:1
    Size:Small
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    Great Product Name
    $20
    Quantity:1
    Size:Small
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    Great Product Name
    $20
    Quantity:1
    Size:Small
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    ORDER SUMMARY
    Total costUSD
    • IRA Club Membership
      IRA Club MembershipAnnual Fee
      $175.00+Edit
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    • Application
      ApplicationOne time set up fee
      $35.00+Edit
      Back
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      Total cost $0.00
      Membership Fees (For $0.00 carts, please click NEXT)
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      By signing this application, I acknowledge, on behalf of myself and all users authorized by me, that: I agree to accept electronic statements and notices via email and online to my IRA Club portal. IRA Club will provide a unique Contact ID to set up a User ID, Password, and Security Questions. Online access registration will be sent to the email address above within five business days after the account is active. The password chosen will be kept confidential. If a User ID or Password is lost or stolen, I will attempt to reset it or call IRA Club to obtain assistance. I agree to hold IRA Club harmless from all losses, liability, demands, judgments, claims, and expenses from my use of my email address listed above, the IRA Club website, and the IRA Club Portal IRA Club provides. I provide the indemnification without regard as to whether your claim is against my authorized representative or me.
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      This application consists of three parts provided for review. By signing this application, I hereby establish an IRA under the provided Custodial Agreement (Form 5305) and Account Disclosure Statement. I designate IRA Club as my IRA Administrator. I agree to the terms outlined in the application and have read and examined the IRA Custodial Account Agreement (5305), Account Disclosure, and IRA Club Fee Schedule. I have retained a copy of my account documents, including a copy of this completed application. Please note, each account requires a $500 minimum cash balance.
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