You're taking the first step in self-directing your retirement account and taking control of your financial future.
Please note: For security purposes, data cannot be saved. Once you begin the application you must complete the entire process.
By clicking below, you agree to enter our secure online account application process and consent to utilizing electronic signatures to establish your self-directed account.
Please note, most transferring custodians do not accept digital signatures to effect an account transfer. Upon completion of your electronic application, NuView may request a physically signed transfer request as required from your transferring institution.
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.
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.
* 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? *
Our transfer form will appear further below.
Our rollover form will appear further below.
Do you have a code? *
Third party (ex: Financial Advisor, Spouse) you would like to add to your account? *
What type of third party would you like to designate? *
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? *
I hereby authorize the following representative(s) as interested party on my self-directed IRA. I understand any named representative(s) will have access to 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.
What you like to add another representative?
I authorize NuView to use my designated representative(s) as the primary contact for my account *
Broker-Dealer/RIA Affiliation (if any)
If my representative changes firms of broker-dealer affiliations, my representative will continue to have the same authority on my account. It is my representative’s responsibility to notify both the custodian and me of any change in my representative’s firm of broker-dealer affiliation. My representative must notify the asset companies and the custodian of and complete the necessary broker-dealer documents to change firms or broker-dealer affiliation.
Select Beneficiary Type *
Add another beneficiary? (up to 4)
Select Beneficiary Type
Charged upon account opening and annually thereafter
Asset Holding Fee – $ for each asset
Account Establishment: $
Wire Fee Domestic: $
Purchase, Sale, Re-registration: $
Returned Items: $
Overnight Mail: $
Termination Fee: .005 Maximum $
Paper Statement: $
Outgoing Check/ACH: $
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? *
Please first choose an account funding method under Account Details.
You have completed all required sections of the form.
Once you click “Submit” the next page is a Knowledge Base Authentication System designed to verify your identity. Once you pass, you will be directed to electronically sign the application and submit. A NuView representative will contact you directly to inform you that your account has been opened and answer any questions you may have.
In the event you fail, don’t worry, a NuView representative will contact you directly who can provide you with an un-signed copy of what you just completed and assist you in completing your new account request.
Annual contribution for
Will your transfer be cash or in-kind? (transferring non-cash assets)
Please send cash via:
Add another asset? (up to 4)
How would you like this request sent to your current custodian?
Will your rollover be cash or in-kind? (rolling over non-cash assets)
If cash, under complete, remove (liquidate and send all proceeds). Remove send cash via wire or check.
Add another asset? (up to 2)
Please provide the requested personal information to establish your account. This information will be used to confirm your identity and satisfy the Know Your Customer requirements.
Marital Status: required to determine if you will need to obtain spousal consent for your beneficiary designation.
Current (or most recent) Occupation: if you are currently retired or unemployed, please provide your previous occupation.
Valid ID: a valid driver license or passport on file will be required to conduct investment transactions, but not required to open the account.
Please provide the necessary contact information and contact preferences so NuView may contact you, as needed, per your desired preferences.
Legal address must be a physical address and cannot be a PO Box. You may provide a separate mailing address, which can include a PO Box. Accounts without a physical legal address cannot be opened.
Online statements and Email notifications will provide the most expedited method of communication. Opting out of these options will result in mailed communication, which may delay processing times and incur additional fees.
Please provide the details on the type of account you wish to establish and how you plan to fund the desired account.
Account types are based on a variety of factors that you should discuss with your tax professional. Please select the type that best suits your needs and retirement objectives.
Account funding is dependent on how you will be funding your account. Please contact your current retirement account administrator for available options to move the account.
Interested parties allow for designated parties to communicate with NuView on your behalf. These parties can inquire account your account, transactions and balance, but have NO AUTHORITY to sign or approve transactions on your behalf.
Please provide information to designate death beneficiaries to your account.
Primary beneficiaries would be the first in line to inherit your account upon your death.
Contingent beneficiaries would only inherit your account if the primary beneficiary(s) were also deceased upon your death.
The total share percentage for both primary and contingent (if applicable) beneficiaries must equal 100%. If you would like to designate a trust as one of your beneficiaries, you will be required to provide NuView with a summary of the trust.
Benefit to having a credit card on file: a credit card is not required to pay fees; however, accounts without a valid credit card on file must maintain a sufficient cash balance to cover transactional fees. Transaction requests will not be processed unless the account has available funds or a valid credit card on file to process applicable fees.
Please note: an original wet ink signature and/or medallion guarantee stamp may be required by your current custodian. If your current custodian requires this, a NuView representative will contact you directly to assist in completing the process.
Follow these 4 simple rules to eliminate a rejection letter from your current custodian:
Call your current custodian and verify:
Please let us know what type of transfer you would like to request.
For In-Kind transfers please provide an asset description of each unique asset you will be transferring. We will also need the current market value of each unique asset. Please Note: NuView does not accept in-kind transfers of publicly traded securities
For cash only transfers, please select Cash Transfer. For accounts transferring assets in-kind, please select In-Kind Transfer. Please note: NuView does not accept publically traded securities as in-kind transfers.
Please provide the details of the account you wish to rollover to your self-directed account. Please note: Rollovers must be requested by the account holder. NuView cannot request rollovers on your behalf.
Current Custodian/Trustee is the firm that is currently holding the funds you wish to rollover. Account number refers to the account number on the account you wish to rollover. If you do not have an account number, please leave this section blank. The transfer department address can be obtained by contacting your current financial institution.
Account type should match the type of account you have at your current financial institution.
Please provide us the details of your rollover including your eligibility to perform this transaction.
For In-Kind rollovers please provide an asset description of each unique asset you will be rolling over. We will also need the current market value of each unique asset. Please Note: NuView does not accept in-kind rollovers of publicly traded securities.
* Administrative reviews are strictly administrative in nature and are not to be relied upon as due diligence, endorsement, or approval of any investment or offering. NuView IRA does not render tax, legal, or investment advice for any account holder, investment sponsor, broker-dealer, or investment advisor.
DISCLAIMER: NuView IRA is not a fiduciary and only provides services to self-directed accounts that are nondiscretionary and/or administrative in nature. The Accountholder or his/her authorized representative must direct all investment transactions and choose the investment(s) for the account. NuView IRA has no responsibility or involvement in selecting or evaluating any investment. Nothing contained herein shall be construed as investment, legal, tax, or financial advice or as a guarantee, endorsement, or certification of any investments.
Please wait until you are redirected to the next page.