AET offers self-directed IRA account custodial services. Most retirement accounts limit your investment choices. AET allows you to pick and invest in any legal investment or asset of your choosing. AET acts as the custodian and account administrator. You select your investment and direct us to fund that investment.
Self Directed IRA Brochure
Download
Step 1
Fill out an application to get started with our online application, or to download and print the documents.
Fill The Form Download Form
Step 2
Send your application (pdf version of app only) with copy of photo id, photo id doc. And completed transfer request form.
photo id doc transfer request form
Step 3
We have your funds transferred per the transfer request instructions.
Step 4
Complete a direction of investment form along with the supporting investment documents.
Investment Form
Step 5
We fund your investment per the direction of investment form.
Today with our, Online account application
Privacy Policy: Client information is not disseminated to anyone outside our corporate offices, subsidiaries or affiliates, except in the normal course of providing services to you. No client information is available to unrelated parties. No client information is sold, rented, traded, etc. Client information may be obtained only by you or your authorized advisors, a proper court order, and/or a proper governmental demand.
This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.
