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Step 1: Opening your account

The process to establish your self-directed retirement account is simple and can be completed by entering the requested information below. Upon completion, NuView will establish your self-directed account and a welcome package will be mailed to you with your account number.

Step 2: Funding your account

In order to fund your self-directed account, you will need to provide NuView instructions on whether you will be making an annual contribution, transferring from an existing IRA or requesting a rollover from a 401k or other employer sponsored retirement plan.

Step 1: Opening your account

Please attach an image of your Driver's License :

* required fields

Is this your mailing address? *

Would you like to review your statements online? *

Would you like to receive email notifications of changes to your account? *

* required fields

Would you like to designate an interested party on your account? *

I hereby authorize the following representative as interested party on my self-directed IRA. I understand this named representative will have access to my account details, balance, holdings and any other account related activity. Interested parties DO NOT have the ability to sign on your behalf or move funds in or our of your self-directed account. I also understand that this will remain in effect until revoked in writing.

Would you like the named interested party to be provided a login to view your account online? *

* required fields

Select Beneficiary Type *

Add another beneficiary? (up to 4)

Add

Select Beneficiary Type

Add another beneficiary? (up to 4)

Add Remove

Select Beneficiary Type

Add another beneficiary? (up to 4)

Add Remove

Select Beneficiary Type

* required fields

Choose Fee Schedule

$295 Per Asset and/or Liability ($295 Minimum Account Fee)

Portfolio Value Annual Asset Fee
$0 - $14,999.99 $195
$15,000 - $29,999.99 $260
$30,000 - $44,999.99 $325
$45,000 - $59,999.99 $390
$60,000 - $89,999.99 $500
$90,000 - $124,999.99 $700
$125,000 - $249,999.99 $950
$250,000 - $499,999.99 $1,250
$500,000 - $749,999.99 $1,650
$750,000 and up $1,850

Would you like your fees to be deducted from your self-directed account, or charged to a credit card?

Would you like to add a credit card to your account to pay fees if your cash balance is insufficient?

* required fields

* required fields

You have completed all required sections of the form.

Step 2: Funding your account

Annual contribution for

Frequently Asked Questions

Can i use the property personally?

While neither of you nor any disqualified parties may use the property to live or vacation in, you may choose to distribute the property from your IRA if you wish to use it beyond investment purposes.

How is the property titled?

An investment property in your retirement account would be titled as "NuViewIra FBO (For the Benefit Of) Your Name IRA."

Why NuViewIra?

We are not tied to the stock market. We are experts. We are fast. we are dedicated. We are innovative.