Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account
Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account

More Control. Less Fees. 

With a Self-Directed IRA, financial freedom is within reach. Our Self-Directed IRA with checkbook control gives you the power to invest beyond Wall Street. Open yours with Broad Financial today!

20K+
Clients
12+
Years in
Business
1,000+
5-Star Reviews
A+
BBB Rating

Still have questions about Self-Directed IRAs? We have answers!

Reach out to us! Our Broad Financial Specialists are ready to answer all of your questions about specialized IRA services.

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Explore our Self-Directed Checkbook IRAs

IRA Trust

(with Checkbook Control)

An IRA Trust is a Self-Directed IRA that offers checkbook control, giving you the ability to invest your IRA/401(K) funds in your ideas at the bank of your choice.

Control all investment decisions on your own time
No transaction fees
No state fees or state reporting requirements
Learn More

IRA LLC

(with Checkbook Control)

An IRA LLC is a Self-Directed IRA that gives you checkbook control, allowing you to make investments in real-time from a dedicated checking account.

Control all investment decisions on your own time
No transaction fees
Offers multi-member investing
Learn More

Self-Employed? Check out our Solo 401(K)

Learn More

Not Sure Which Account Is Best For Your Investment Idea?

Take the Quiz

Compare our Self-Directed Checkbook IRAs

PLANS

Traditional and Roth IRAs Available
Available in All 50 States
Lifetime, Free Customer Support
No Asset-Based Fees
Formation of a Specialized Entity for your IRA
Unlimited, Free Transactions
Superior Liability Protection
Multi-Member Ownership
Annual State Fee
How You Make Investments
Setup Time
Learn More

IRA Trust

(with Checkbook Control)
Traditional and Roth IRAs Available
Available in All 50 States
Lifetime, Free Customer Support
No Asset-Based Fees
Formation of a Specialized Entity for your IRA
Unlimited, Free Transactions
Superior Liability Protection
Multi-member ownership
Annual State Fee
How You Make Investments
Check, Debit Card, or Wire
Setup Time
1-2 Weeks
Learn More
IRA Trust

IRA LLC

(with Checkbook Control)
Traditional and Roth IRAs Available
Available in All 50 States
Lifetime, Free Customer Support
No Asset-Based Fees
Formation of a Specialized Entity for your IRA
Unlimited, Free Transactions
Superior Liability Protection
Multi-member ownership
Annual State Fee
How You Make Investments
Check, Debit Card, or Wire
Setup Time
1-2 Weeks
Learn More
IRA LLC

Compare our Self Directed Plans

IRA TRUST

Traditional and Roth IRAs Available
Available in All 50 States
Lifetime, Free Customer Support
No Asset-Based Fees
Formation of a Specialized Entity for your IRA
Unlimited, Free Transactions
Superior Liability Protection
Multi-member ownership
Annual State Fee
Custodian
Madison Trust
Set Up Fee
$1,195
Quarterly Custodial Fee
$95
How You Make Investments
Check, Debit Card, or Wire
Setup Time
1-2 Weeks
Learn More
IRA Trust

IRA LLC

Traditional and Roth IRAs Available
Available in All 50 States
Lifetime, Free Customer Support
No Asset-Based Fees
Formation of a Specialized Entity for your IRA
Unlimited, Free Transactions
Superior Liability Protection
Multi-member ownership
Annual State Fee
Custodian
Madison Trust
Set Up Fee
$1,295 *
Quarterly Custodial Fee
$95
How You Make Investments
Check, Debit Card, or Wire
Setup Time
2-3 Week
Learn More
IRA LLC

Still have questions about Self-Directed IRAs? We have answers!

Reach out to us! Our Broad Financial Specialists are ready to answer all of your questions about specialized IRA services.

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Invest Better With Broad

Self-Directed Investing One-Stop Shop

We bring the entity creation, support, and custody of your Broad Financial
Self-Directed IRA together for a seamless experience. Our sister company, Madison Trust, is the highest-rated Self-Directed IRA custodian in the industry. Together, we provide everything you need to start investing in what you believe in.

Alternative Asset Expertise

Broad Financial Onboarding Specialists have experience with an extensive range of asset classes. We will guide you through the process of selecting from our variety of Self-Directed IRA services to pick the right plan for your investment and get everything up and running so you can start investing.

Dedicated Client Support Team

Once your account is set up, our dedicated client support team is here to answer any questions you may have about the self-directed investing process. When you work with a 
Self-Directed IRA provider like Broad Financial, you'll truly be able to see the difference that live guidance can make.

As reported in:

Excellent help and guidance for navigating through all the steps of my process. I am so grateful to everyone I have dealt with from day one!

Leslie E.
May 7, 2021

Read more live reviews

Contact Us

Address:
One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

Mondays – Thursdays: 8:00 am – 6:00 pm EST
Fridays – 10:00 am – 4:00 pm EST

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