A DOCUMENT CHECK BEFORE YOU BUY
Compare the account agreement and storage arrangement before authorizing a metals purchase. Use the public checklist below to record which questions are answered.
USE THE CHECKLIST · NO SIGNUP
Mark a step when you have the answer in writing. Progress stays on this page and resets when you leave. Print a copy for your own records.
0 of 7 steps checked
A completed checklist is preparation, not confirmation of eligibility or a recommendation to roll over funds.
Ask the dealer for the product and price, the IRA custodian for account instructions, and the storage provider for the service terms. Custodian administration does not independently verify an investment’s quality or make the dealer’s claims a recommendation.
Delaware Depository describes non-segregated holdings as allocated in its records and grouped physically by product. Its segregated service separates each customer’s metal and returns the deposited material on withdrawal. Confirm the arrangement actually offered through your custodian; availability and fees are account-specific.
Place the fee schedule, storage terms, invoice and holdings statement together. Check that the product description and quantity agree across the records. Ask who corrects a mismatch, what documentation you receive and how long resolution usually takes.
Find out who accepts sale instructions, how a bid is obtained, when a price is locked and how proceeds return to the IRA. Record any shipping, transaction, distribution or closure charges. Storage insurance and a future repurchase policy do not guarantee an investment return.
PRACTICAL REFERENCE
Learn what IRA-eligible silver means, how a silver IRA rollover differs from buying silver for delivery, and which product and custody questions to resolve before an order.
Read physical silver in retirementChris Clark Gold’s minimum IRA metals purchase is $5,000. A personal physical gold or silver purchase starts at $2,500. Understand what those company minimums cover before comparing accounts or requesting a quote.
Read minimums, fees & your first quoteReview custodial fees and Delaware Depository storage arrangements before authorizing a purchase.
Explore fees and storageMAKE THE NEXT STEP SPECIFIC
Ask Chris Clark Gold about products or a written quote. You can also request the guide collection.