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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
  Use one of the following forms for Transfers/Conversions or Direct Rollovers:
  1. IRA Transfer/Conversion Request Form, or
  2. IRA Direct Rollover 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
  Use one of the following forms for Transfers/Conversions or Direct Rollovers:
  1. IRA Transfer/Conversion Request Form, or
  2. IRA Direct Rollover Form
If you would like BankDirect to mail you an IRA Kit, please click here.
   

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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