IMPORTANT BANKING CHANGE! We have switched to banking with Wells Fargo Bank. Our previous account at Capital One will be closed as of 6/30/2025. Please view our updated delivery instructions here and make sure to update this in your records as well as with any individuals or companies who may be sending funds to Madison Trust on your behalf.
Fund your Self-Directed IRA by transferring or rolling over all - or a portion of - your funds from an existing retirement account, such as an IRA or 401(k), or by making an initial contribution.
Instruct Madison Trust to send your IRA funds by writing a check or sending a wire to your investment.
20000+
$5.5B+
2000+
A Self-Directed IRA (SDIRA) offers access to investment opportunities beyond the limitations of Wall Street products. One of the most dynamic options is investing in private company shares—ownership stakes in businesses that aren’t publicly traded. Private shares can give investors the chance to participate in early-stage growth, support industries they believe in, and add meaningful diversification to a retirement portfolio. When held within a Self-Directed IRA, these investments can grow tax-deferred or tax-free, depending on the account type. Before adding private shares to your SDIRA, it’s important to understand how they differ from traditional equities and what factors to potentially consider when investing.