Processing Times

Processing Times
– Our standard processing time for all forms and requests is 3-4 business days.
– Our expedited processing is 1-2 business days ($50 fee applies).

Note: Forms and requests received after 1PM EST will be considered received on the next business day.

Check Hold Policy
– Non-bank checks (e.g. personal and business checks) will be held for 7 business days.
– Bank and other financial institution checks will be held for 5 business days.
– Incoming wires are available the next business day ($25 fee applies).

Expedited Service
For investments which are time sensitive, you have access to the following services:
– Expedited Processing ($50)
– Overnight Mail ($50)
– Wire Transfer ($25)

Required Minimum Cash Balance
A minimum cash balance of $500 must be maintained in your IRA at all times.

 

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