Custodial IRA:

Prefer the simplicity of having Solera National Bank custody your IRA? Solera stands out as a leader in the self-directed industry. We’ve developed proprietary and specialized services to meet your unique retirement needs. We will facilitate transfers, rollovers and all pertinent tax forms.

Helpful IRA Documents, For Solera Custodial IRA account holders only:

After completing your documents, you can refer to this Help Document on how to upload to our secure online portal. Need more help? Contact us at IRA Transfers.