FROM ACCOUNT TO OWNERSHIP
Keep the account, the money, and the physical metals connected through a documented process.
Review the appropriate account type and open the account with Equity Trust if you choose it as your custodian. Review the custodial agreement, beneficiary information, and fee schedule. The request form on this site provides educational guides; it does not open the IRA.
Coordinate an eligible transfer, rollover, or contribution. Use instructions supplied by the receiving custodian and current institution. Confirm receipt before arranging the metal purchase.
Choose specific eligible products and review the written price. Direct the custodian to process the purchase after you understand the terms. Keep product selection separate from questions about taxes or your overall allocation.
Select an available storage arrangement, such as Delaware Depository, through Equity Trust. Confirm the location, whether storage is segregated or non-segregated, and how receipt will be documented.
Match the invoice to your account holdings and storage confirmation. Retain a plan for fees, future sales, and required distributions. Contact the custodian before arranging a physical withdrawal.
A SEPARATE PATH · PERSONAL OWNERSHIP
A personal purchase uses your own non-IRA funds. Review the products and written quote, agree to the payment terms, then pay by the accepted method, such as check or wire. Confirm the payee independently before sending money.
For an eligible FedEx shipment arranged by the seller, confirm tracking, signature requirements, and the shipment’s insurance coverage in the written terms. FedEx declared value is not the same as shipping insurance. Delivery timing and coverage depend on the actual arrangement.
Decide how personally owned metals will be secured and insured. Delaware Depository also offers personal storage arrangements. An IRA purchase follows the custodian’s depository process rather than ordinary home delivery.
KEEP LEARNING
Complete the contact form to download the gold, silver, and IRA collection.