How to Invest on the RealtyMogul Platform

At Madison Trust, we've streamlined the process of investing your retirement funds into offerings on the RealtyMogul Platform:

Your Existing IRA/401(k)
Self-Directed IRA
IRA Trust
Solera Bank
RealtyMogul
1

SELF-DIRECTED IRA

We assist you in establishing a new Self-Directed IRA.
2

ROLLOVER/TRANSFER

You direct the transfer of some, or all of your retirement funds from your existing IRA, 401(k), or other retirement account to your new IRA.
3

IRA TRUST

We establish a new Trust for your IRA – which will serve as your IRA’s self-directed investing platform. We customize each Trust to conform to all rules and regulations governing Self-Directed IRAs and appoint you as its Trustee, authorized to make all investment decisions.
4

CHECKING ACCOUNT

We assist you in opening a checking account in the name of your IRA Trust at Solera Bank. At your direction, we then wire the funds from your IRA to your new Trust checking account.
5

INVESTING

You can invest your IRA funds directly into RealtyMogul's offerings – by using the RealtyMogul technology to ACH funds directly from your Solera Bank account or by sending a wire.

Frequently Asked Questions

1

What is a Self-Directed IRA?
A Self-Directed IRA (SDIRA) is a type of individual retirement account that allows you to invest in alternative assets, with the same tax advantages as a standard IRA.

2

Why haven’t I heard of a Self-Directed IRA before?
The mainstream brokerage firms tend to limit the investment choices their IRAs offer to Wall Street products such as stocks, bonds, and mutual funds.

3

Can I invest in RealtyMogul through my current IRA or 401(k)?
Unfortunately, you cannot. As explained above, mainstream brokerage firms do not hold alternative investments, like RealtyMogul. You will therefore need to open a Self-Directed IRA to invest in offerings on the RealtyMogul Platform.

4

What are the fees to invest in RealtyMogul?
There is a $795 setup fee for your IRA Trust followed by a discounted, quarterly maintenance fee of $90.

5

How long does the process take?
The process (from account setup to placing your investment) typically takes anywhere from one to three weeks. The main variable is how long it takes your current IRA/401(k) custodian to send us your retirement funds.

The Power of Madison Trust

Incredible Customer Support

Our goal is to give retirement investors an amazing investing experience with unparalleled customer service.

Flat Fee Structure

A Madison Trust Self-Directed IRA does not charge fees based on your account value. Our flat fees are among the lowest in the industry and help ensure the profitability of your investments.

Industry
Knowledge

Madison Trust Specialists complete rigorous CISP training. This means that every answer you get will be financially informed, no matter what asset you choose to invest in.

See Why Thousands Of Clients Trust Us!

  • I recently moved my self-directed IRA from a firm in Kentucky to Madison Trust. Talk about night and day! It was easy to set up my account and the process of transferring funds from Kentucky was easy. After the funds were received, I wanted to make two quick investments in real estate partnerships. At the old firm, I think it would have taken 2-3 weeks. It was all accomplished at Madison Trust in 2-3 days! Jennifer L was a great help as were all members of the team.

    Steve B.

  • Madison Trust is that rare company where customer service is alive and well. No endless phone menus just to be routed to a call center somewhere overseas. Instead, your calls are answered by associates who have great communications skills and who really know their stuff! They are quick to answer any questions you may have and will make sure you are satisfied by the end of your call. 
    It really is a pleasure to do business with this company.

    Mark P.


  • Madison Trust has been great to work with. They’ve been responsive, helpful and I can actually talk to a real person when I need to. So refreshing these days.

    Michael K.


  •  
    Everything from customer service to setting up my account to getting my money was A+
    I would highly recommend doing business with them.

    Joe D.


Ready To Get Started On Your Investing Journey?

Corporate Headquarters:
Madison Trust Company
401 East 8th Street • Suite 200
Sioux Falls, SD 57103
Mailing Address:
Madison Administration Company
One Paragon Drive • Suite 275
Montvale, NJ 07645
Hours:
Monday - Thursday: 9:30AM - 5:30PM EST
Friday: 10:00AM - 4:00PM EST
Saturday/Sunday: Closed
Contact:
(800) 721-4900
[email protected]
F: 845-947-1212
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