Self-directed Individual Retirement Accounts (IRAs)

ErisX enables self-directed IRAs to invest in crypto assets and further expand portfolio diversification. Similar to ErisX, self-directed IRAs provide a regulated, secure and transparent service for managing investments. ErisX can provide IRA account holders investment options that include Bitcoin, Ethereum, Litecoin, and Bitcoin Cash to help achieve financial goals.

  • Self-directed IRAs are administered solely at the discretion of the account owner.
  • Controls ensure disbursement of funds are managed with the IRA Custodian.
  • Opening an account is fast and easy, with just a few simple steps.

Self-directed IRA’s have been able to invest in real estate, private equity, precious metals and start-ups. We are proud to offer self-directed IRAs further diversification with cryptocurrencies.

IRA Custodians

Advanta TrustIRA ClubMadison TrustMidland Trust

IRA Account Opening Process

1 Customers with a self-directed IRA account should complete the ErisX onboarding process as an individual member by clicking sign up at the top of the website.
2 Once approved, members must download their application packet from their profile page in the ErisX Member Portal and send it to their IRA custodian for sign-off.
3 The IRA custodian will return the application packet to ErisX and Members will be notified when the IRA account is ready to be used.
4 Deposits and withdrawals to/from the ErisX account will be processed with the IRA custodian only.
5 Members can choose to use the Quick Trade feature in the ErisX Member Portal or the ErisX Trading User Interface (TUI) to purchase and sell crypto assets.

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