Open/Convert IRA
3 Easy Steps to Add Gold/Silver to Your IRA

NEW or TRANSFER: Decide if you want to open a new IRA or transfer an existing IRA, 401K, Annuity or other retirement account.

GATHER YOUR DOCUMENTS: Gather these important documents: Social Security Number, Recent Retirement Account Statements and Names of Your Beneficiaries.

PORTFOLIO ANALYSIS: Contact a friendly Lexi Capital Advisor to Determine if Gold/Silver can add stability and profits to your account as it has for countless others.
To open your account(s), you'll need:
  • Your Social Security number to help verify your identity, (last 4 for online application)
  • Your employer's name and address, if you are employed
  • Names and dates of birth for anyone to be designated as beneficiaries
  • Tax ID number or Date of Trusts for any trusts to be designated as beneficiaries
  • The ability to view pop-up windows and Adobe®Reader® to view PDFs
  • A printer, as some features require a printed and signed form
To deposit money to your new account:
This account has a $2,500 minimum initial deposit.
  • Your bank account number and routing number, found on a check, if you intend to transfer money from your bank
  • Your brokerage account number and registration type, found on a statement, if you intend to transfer assets from another brokerage firm

With all of the above information in hand, you should be able to open and fund your account online in about 15 minutes.