Account Forms & Fees

All of the forms and fees you need are just a click away.

Visit Open & Fund My Self-Directed IRA for the Standard Account Kit, fee schedules and disclosure statements. You can also view a condensed list of fees on our Fee Schedules page. You’ll find our Investment Direction Kit for individual investors and investment sponsors in the Manage My Account page, which also provides access to transfer documents, deposit instructions and other account management forms.

Are you looking to open an Institutional or Custodial Account with Kingdom Trust? Visit Custodial & Institutional Forms for documents related to those types.

If you are interested in opening a new account via our online application process, simply visit our application page. The process takes less than 7 minutes to complete.

Our staff is available to review or discuss any of our forms or fees with you or assist if you cannot find a specific document. Contact us at 888.753.6972 and we will be happy to assist you.

Note: Our forms must be viewed with a PDF viewer such as Adobe Acrobat Reader.

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