What We Offer
Its easy to rollover your existing Roth IRA or Traditional IRA. We can help you open a new Roth IRA if it's your first time. The process starts by onboarding with us. You complete a client profile and select a custodian. Once your account is approved the custodian requests a transfer of funds from your existing IRA provider. Once the funds land we look at investing. Depending on your risk profile we will guide you into the appropriate risk level of digital assets.