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.

Please note: If your preferred IRA provider is not available, please email us at [email protected].

IRA Custodians

Advanta TrustDirected IRAThe Entrust GroupIRA ClubIRA FinancialMadison TrustMidland TrustNabers solo401kNext GenRocket Dollar

To open an IRA crypto account at ErisX, you will first need to open an account with a participating IRA provider. The steps for account setup are included for reference below.

IRA Account Opening Process

1 Complete the ErisX onboarding process by clicking sign up at the top of the website.
2 During onboarding, on the Compliance Questions page please select your participating IRA provider for question 9.
3 Once approved, members must download their application packet from their profile page in the ErisX Member Portal and send it to their participating IRA provider for sign-off.
4 The IRA provider will return the application packet to ErisX and Members will be notified when the IRA account is ready to be used.
5 Deposits and withdrawals to/from the ErisX account will be processed with the IRA provider.

IRA LLCs and Solo 401k Trust Account Opening Process

1 DO NOT sign up via the ErisX website.
2 Work directly with your IRA provider to open your ErisX account.
aClick the logo of your provider above for their contact information.
3 Applicants will receive an email once their Membership Application is approved along with the final instructions to complete the account setup.
4 All deposits and withdrawals to/from an ErisX account will be processed with your IRA provider’s bank or custodian, if applicable.

NOTE: At this current time ErisX does not allow the withdrawal of digital assets from an IRA account.