Setting up IRA Accounts
Establish, Rollover, or Transfer an IRA Account to OptionsRoute
Account types including Traditional, Roth, Rollover, and Educational IRAS.
Getting started is easy. Fill out the standard new account application online. After you submit your application, you will be emailed a link to the designated beneficiary form. Complete the designated beneficiary form and email it back to us.
Your IRA Brokerage account will then be established and an account #number issued.