IMPORTANT BANKING CHANGE! As of 9/3/2024 we have switched to banking with Wells Fargo Bank. 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.