Get Started

How to Get Started with a Self-Directed IRA

Ready to open a new account but don’t know how?

The process is easy, and we’ve broken it down into a few simple steps.

Open Account

Opening an account with Advanta IRA only takes a few minutes. We pair you with your own client account manager who guides you every step of the way.

Fund Account

Add funds by making a cash contribution or by moving or transferring funds from an existing IRA or 401(k) plan.

Start Investing

Choose from a wide variety of alternative investments like real estate, notes and mortgages, single member LLCs, private placements, precious metals, and more.

Are you ready to begin a promising future with your own self-directed IRA?

Open a New Account