Everything you need to open and fund your Traditional or Roth self-directed IRA .

Step 1: Complete Your Account Application

Complete your IRA Starter Kit and provide a clear, color copy of the front and back of your valid government-issued photo ID.

Step 2: Pay Your Account Establishment Fee

A $50 account establishment fee is required before Mountain West IRA can begin processing your account application.

Step 3: Fund Your Account

Choose how you would like to fund your new IRA. Select the option below that applies to you.

IRA Transfer

Move funds directly from an existing IRA to your Mountain West IRA account.

• Transfer Form
• Current account statement for each IRA being transferred.

Retirement Plan Rollover

Move eligible funds from an employer-sponsored retirement plan, such as a 401(k), to your Mountain West IRA.

• Rollover Certification Form
• Current account statement for each retirement plan being rolled over.

Annual Contribution

Make an eligible contribution directly to your IRA, subject to IRS contribution limits and requirements.

• Contribution Form

Questions? We're Happy to Help

Our New Accounts Team is happy to assist you with the account-opening process.

‍Call: 208-314-2580
Email: accounts@mwira.com