IRA Custodian: Ensuring
Transparency and Speed

We believe in clear timelines, honest communication, and accountable service.

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Typical Processing Timelines

Account Opening (Digital IRA) ~5 minutes
Manual Review Resolution 1 business day
Funding & Transfers ~2 business days
Investment Direction 1–2 business days
Cash Distribution / Payment 1–2 business days

"Business day" excludes weekends and federal holidays. Timelines reflect median performance and may vary based on documentation completeness and compliance requirements.

Documentation & Review Requirements

Complete submissions include:

  • →Account applications with identity verification
  • →Accurate funding instructions
  • →Alternative asset documentation
  • →Investment direction forms
  • →Prompt responses to information requests

Support Model & Client Service

  • →Client Services Desk: Monday–Friday, 8 a.m.–4 p.m. Eastern Time
  • →Initial triage within 30 minutes during business hours
  • →Dedicated Success Team option available
  • →Real-time status updates via communications portal
  • →Post-completion digital confirmations with timestamps