Forms
Open Account
- Download the Choice iOS app
- or Open an account online
- Paper Applications: Standard Account Kit for Self-Directed IRAs | Custodial Account Kit for taxable accounts and non-IRAs
*Please note that paper and PDF applications will incur a $60 account setup fee.
Fund Account
Make an Investment
- Investment Direction for General Investments
- Investment Direction for Real Estate
- Investment Direction for Precious Metals
- Investment Direction for Private Equity
- Investment Direction for Private Lending
- Investment Direction for Single-Member LLC
- Investment Direction for Tax Liens
- Investment Callback Election
- In-Kind Contribution or Exchange
- Precious Metals Depository Election
Request a Distribution
Update Account Information
- Information Update Request | Update address, contact information, etc.
- Beneficiary Designation and Change Request
- Fair Market Valuation
- Fair Market Valuation (LLC or Trust Holdings)
- Fee Payment Authorization