What is the proper input for the Financial Disclosure at the end of the IRA opening process?

Below is the proper input for the financial disclosure that at the end of the new IRA opening process.  It is required that this disclosure be given to member at the time they open the IRA.

In addition you will be asked if the account will contain hard-to-value assets?  This will always be no since these refer to assets such as artwork, wine, coins, etc.  



Was this article helpful?

/

Can’t find what you’re looking for?

Our team awaits your every question.

Contact Us