You will need to create an IRA account through our partner Self Directed IRA Services.
This will include filling out the Alternative Investment Direction Form which is submitted to SDIRA Services. It will take a few days to process the ACH transfer from your SDIRA account to your Upstart account. Once we have received your SDIRA funds, you can start investing.
You will also need to create an Upstart investor account and select Retirement as the Account Type.
When prompted to fund your Upstart account, please enter your 9 digit SDIRA account number.
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