Welcome to the Closed Loop IRA™.
We leverage a platform that links you to a custodian, a storage facility, and to us every step of the way.
We notify you at each of the steps below. It’s simple!
Fill out the information on the form to your left. We will send you a confirmation email with a link to the custodian or administrator.
|Click on the link and go directly to the IRA administrator’s website to fill out a self-directed IRA application. When you finish, we will be notified of your account number.|
|When the custodian or administrator receives the funds from your prior custodian, we are securely and electronically notified of the authorized funds.|
|We will send you a quote with the metals that you have specified so you can see how your funds are allocated across metal types.|
|When you approve the trade, we will execute the trade and automatically send your shipment to an LBMA approved facility.|
|Still have questions? Check out our FAQs regarding a Precious Metals IRA.|