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How to update your SD-IRA Investing Account information

We’ve recently added additional fields to our SD-IRA Investing Accounts to better assist with your investing experience. Below are directions on how to input the new additional information we will need from you.

  1. Log into your investor account.
  2. Click “Investing Account”

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  1. Click the ⚙cog wheel next to your SD-IRA account listed on the page.
  2. We’ve added new additional fields to SD-IRA Investing Accounts. Fill out all the missing information.

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  1. Click “Save”

HOW TO CREATE AND REGISTER YOUR INVESTING ACCOUNT

RETIREMENT ACCOUNTS OVERVIEW

SD-IRAS AND UBIT (UNRELATED BUSINESS TAX INCOME)

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