Important Notice
Before starting your subscription, contact the fund administrator. Some funds may not accept subscriptions funded through an IRA. Confirm eligibility first to avoid delays or complications.
Overview
This guide walks you through the steps to complete your subscription using a self-directed IRA. Follow these instructions carefully to ensure your subscription is processed correctly.
Step 1: Select Investor Type
On the first page of the Investor Questionnaire, you will see a set of radio buttons for Investor Type.
Select the radio button labeled Entity.
Step 2: Choose Entity Type
After selecting Entity, a new field labeled Type of Entity will appear.
From the dropdown, select Other.
Step 3: Enter Your Entity Type
A blank box will appear after you select Other.
In this box, type IRA or Self-Directed IRA.
Step 4: Provide Full Legal Name
In the Investor’s Full Legal Name field, enter the full legal name of your IRA.
If you’re unsure of the correct name, contact your IRA custodian for details.
Step 5: Complete the Questionnaire and Sign Documents
Continue filling out the remaining sections of the Investor Questionnaire.
Review and sign all required legal documents to finalize your subscription.
Important Notes
Signing Requirements: IRA subscriptions often need to be signed by your custodian or financial institution—not just by you as the holder/beneficiary.
In some cases, both you (as holder/beneficiary) and your custodian/financial institution may need to sign. If your custodian requires their signature, you can add the signer from your custodian/financial institution on the Signatories page of the questionnaire.
Offline Subscription: If your custodian requires signing on their behalf and cannot sign electronically, you may need to complete your subscription offline. Many custodians do not process electronic subscription documents.
Next Steps: Contact the fund administrator if offline completion is required.