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Open a New Sit IRA Account
Step 1
Read the Fund’s Prospectus
The prospectus includes important information on a fund including management fees and expenses, and financial reports present aspects of a fund’s operations, financial condition and performance during the period. Read it carefully before investing.
Step 2
Complete the Application
To open a retirement account, complete the account application. For Traditional, Roth & SEP IRAs, use the IRA Application.
To set up a SIMPLE IRA, use the SIMPLE IRA Application.
Step 3
Mail Completed Application and Check
Mail a signed account application and check via U.S. Mail or other delivery methods.
Certain checks and other instruments are not accepted without prior approval such as:
- third party checks
- money orders
- travel checks
- starter checks
- credit card checks