First, a new or existing investor can open a Self-Directed IRA with Madison Trust by completing our easy online application.
Next, your investor will fund their Self-Directed IRA by transferring or rolling over funds from an existing retirement account, such as an IRA or 401(k).
Madison Trust will pre-approve your investment documents to streamline the process and create a hassle-free experience for your investors.
Finally, your investor will instruct Madison Trust to wire their retirement money directly to your fund.