Get Started Now
Getting started is easy! Choose a product; Convert your 401k or IRA by rolling over your accounts, then start Controlling and investing your money!
This is our simple to follow process. If you need help we’ll be with you every step of the way!
Fill out our fast online application to set up the SDIRA with LLC Checkbook Control
- Once approved you will receive your LLC documents and operating agreement digitally to eSign
- Fill out the IRA custodian form and submit $25 to custodian to setup account
- Execute a roll over from your current custodian to the new custodian
- Choose a bank to set up a new checking account in the name of your LLC
- Email the signed investment direction form with your LLC docs to the custodian
- The current custodian will release your funds and send them to your new LLC checking account
- Start using your new LLC check book control SDIRA and invest in what you want.