Checkbook IRA Price Increase (Only Affecting New Customers)

Starting December 15th, the Checkbook IRA will only be available as a Gold account.

Silver Pricing: one time $360 and then $20 a month

Gold Pricing: one time $360 and then $15 a month

Existing Silver clients will continue to pay their monthly fees. There will be no change for any existing Silver client, regardless of account type, who opens an account before December 15th.

If you have any questions, please feel free to email our sales team.