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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

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.

* 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

Remove

* required fields

ANNUAL ACCOUNT FEES

$

Charged upon account opening and annually thereafter

Asset Holding Fee – $ for each asset

MISCELLANEOUS FEES

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? *

* required fields

* required fields

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.

Submit form

Step 2: Funding your account

Annual contribution for

* 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.