Our experts are available at (800) 395-5200 or Schedule A Call

(800) 395-5200 or Schedule A Call

Contact a Self-Directed Expert. Schedule A Call or Leave A Message

Contact a Self-Directed Expert.
Schedule A Call or Leave a Message

Getting Started

You can apply online here.

Getting Started 2018-06-28T09:15:00+00:00

Broad has streamlined the process to set up a Self-Directed IRA or Solo 401(k). Here’s what you can expect when you call:


Financial Education

A friendly Specialist will give you an experienced assessment of your personal situation. You’ll get an honest opinion if your planned investment will work with the self-directed platform, and what you should expect in terms of maintenance and upkeep.

Hassle Free Set Up

A comprehensive welcome packet will be sent to you on your schedule. This will get you started with a few basic forms, and provide clear detailed instructions as to your next steps in the process.

Industry Leading Client Support

A dedicated Broad Specialist will walk you through the entire process. Your Specialist will make sure that you’re comfortable with the workings of the self-directed platform.

The best thing you can do for your retirement funds is to get informed. Contact Broad today and find out how to take the next step forward.

Call Center Agent Broad Financial Call Today (800) 395-5200

Contact a Specialist

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(800) 395-5200

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