How can I set the name for my IRA Trust?

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When purchasing a checkbook control IRA, you are required to complete the task of entering the desired name for your IRA trust before proceeding to your dashboard.


1. Please enter the desired name for your IRA Trust. If you run into any issues please contact our support team. 


2. Confirm and submit the name of your Trust. If the Selected Trust name cannot be used, you will receive a response from our team.

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