uDirect IRA - Open an Account

Open an Account

Applications Below

(You can save the completed application to your computer if you upgrade to Acrobat 8 Professional or newer).

To open an account we need:

1) Complete original application (below)
2) Copy of your driver's license or passport
3) Check for $50 for the set-up fee (made payable to uDirect IRA Services, LLC)
4) Copy of the statement from your current IRA account

To expedite the opening of your account, fax your completed, signed application and a copy of your ID to (866) 538-3539. If you wish to scan your application, please include your ID and e-mail your .pdf to This e-mail address is being protected from spambots. You need JavaScript enabled to view it. then mail your orignals.

Safety & Security: We recommend you send your original application and enclosures via PRIORITY MAIL or some other trackable mail service to: uDirect IRA Services, 2522 Chambers Road, Suite 100, Tustin, CA 92780. When e-mailing your application you may want to use www.HushMail.com or some other e-mail encryption service.