COMPLETE SETUP WITH YOUR REGISTRATION

PERSONAL SUPPORT

THE FASTEST AND EASIEST WAY TO GET IT DONE!

With your Premium or Standard license ownership, you will be receiving remote access support in completing all the required steps to get your investment going as quickly as possible.  There are 2 steps involved:

The PRIMARY, (Step One)

and SDIRA LLC, (Step Two)

Please note the instructions for each to the right and make your appointment when ready.


For more information of the advantages of a one member Self Directed IRA LLC, please watch the short video below.

PRIMARY SETUP (Step One)

 After completing your Wellington Financial Group Inc. Agreement, you will need to collect and have on hand, the following things:

1.  Proof of residency and citizenship.

(This can be the front and back of your driver's license or passport.)  These will need to be in a PDF or picture format and ready to email.

2.  Credit/Debit card to pay for your VPS service.

There is a $28 per month fee for the online VPS service to do your investing.

Once you have these items ready, you can make an appointment by clicking the button below.

THIS APPOINTMENT WILL REQUIRE ACCESS TO YOUR PERSONAL COMPUTER AND THE INTERNET.


SET UP AN APPOINTMENT

SDIRA LLC SETUP (Step Two)

Once you have completed the PRIMARY setup, you can then complete the required steps to include your Self Directed Retirement Accounts.

You will need to have completed and on hand the following items:

1.  Your Self Directed account will have to be hosted with a licensed custodial service.  (We recommend Mountain West IRA at 208-377-3311.)  When you have the account setup and funded, you will need the actual document showing the name of the account.  (This will include the abbreviation FBO.)

2.  A credit card, (NOT A DEBIT CARD), to set up the LLC and have the cost reimbursed by the IRA to show ownership for the IRS.  If you do not have a credit card, please let us know during the setup process.

 

Once you have these items ready, an appointment will be scheduled.  This appointment will take about an hour.

THIS APPOINTMENT WILL REQUIRE ACCESS TO YOUR PERSONAL COMPUTER AND THE INTERNET.


One Member IRA LLC Explained

This is a short video that explains the advantages of a self directed IRA LLC.  Please watch this before continuing with STEP FIVE.