Open an Account

Mountain West IRA – Open an Account

The first step to opening a self-directed IRA is selecting the type of account you wish to open. If you are unsure which type of account you would like to open, you can visit our Retirement Plans page, contact Mountain West IRA, or discuss your options with your tax professional.

In order to open an account, we will need the following items:

1. A Completed IRA Starter Kit – Watch Instructional Video HERE

2. Copy of your driver’s license

3.Fund the account by Transfer, Rollover or Annual Contribution

a. Transfer Form and statement for each IRA from which we will be directly receiving funds – Watch Video HERE
b. Rollover Certification Form and statement for each employer sponsored plan (401k, etc.) – Watch Video HERE
c. Contribution Coupon

4. $50 Account Establishment Fee

Please send completed documents via fax, scanned copies, or mail. If transferring funds, please keep in mind your current custodian may require original Transfer Forms to be sent.

Fax documents to: (208)376-4567
Scan documents to: Accounts@MWIRA.com
Mail documents to:

Mountain West IRA
10096 W. Fairview Ave., Ste. 160
Boise, ID 83704

 

 

As an IRA record keeper, Mountain West IRA does not affiliate itself or make any recommendations to any person or entity associated with investments of any type (including financial representatives, investment promoters or companies, or employees, agents or representatives associated with these firms). Mountain West IRA is not responsible for and is not bound by any statements, representations, warranties or agreements made by any such person or entity and does not provide any recommendation on the quality, profitability or reputability of any investment, individual or firm. In this statement, the terms “we” and “us” refer to Mountain West IRA.