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Open An IRA Account at BankDirect

To open a Traditional IRA Certificate of Deposit or Money Market Account complete, print and mail back the following forms:
  1. BankDirect IRA Application, plus
  2. Traditional IRA Application
  3. IRA Rollover Review, (if applicable)
  Other Forms of Importance:
  1. Traditional IRA Contribution Form
  2. Traditional IRA Distribution Form
  3. Transfer/Rollover/Conversion Form
To open a Roth IRA Certificate of Deposit or Money Market Account complete, print and mail back the following forms:
  1. BankDirect IRA Application, plus
  2. Roth IRA Application
  Other Forms of Importance:
  1. Roth IRA Contribution Form
  2. Roth IRA Distribution Form
  3. Transfer/Rollover/Conversion Form
To open a BankDirect IRA, please contact Client Support at 1.877.839.2737 to complete an application over the phone with a Client Support Representative or to request a New Account Kit be mailed to you.
   

Once you have completed the required IRA applications, please print and mail with your initial deposit to:

BankDirect
IRA Department
P.O. Box 809017
Dallas, Texas 75380-9779

If you have any questions, please contact the Client Support Center at 1.877.839.2737 or e-mail us at clientsupport@bankdirect.com

You will need Adobe Reader to view these application forms. You can download a free Adobe Reader from the Adobe Reader website.


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