Individuals
Institutions
Advisors
Rollover IRA

Investing in Precious Metals

Step 1: Open and Fund an Account
 

  • Complete the Account Opening forms
  • Print, sign and mail original forms
  • For transfers-in-kind you must submit a copy of your most recent statement from the current custodian reflecting the asset

 

Step 2: Select Precious Metals Dealer
 

  • Negotiations for the purchase of precious metals in your IRA should occur after the account has been opened and funded
  • Review Dealer's invoice for accuracy
  • Obtain Dealer's payment instructions and estimated delivery timeframe

 

Step 3: Submit Investment Direction Documents