AET offers self-directed IRA account custodial services. Most retirement accounts limit your investment choices. AET allows you to pick and invest in any legal investment or asset of your choosing. AET acts as the custodian and account administrator. You select your investment and direct us to fund that investment.

Self Directed IRA Brochure

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How can we help you?

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The setup process is simple

Step 1

Fill out an application to get started with our online application, or to download and print the documents.

Fill The Form Download Form

Step 2

Send your application (pdf version of app only) with copy of photo id, photo id doc. And completed transfer request form.

photo id doc transfer request form

Step 3

We have your funds transferred per the transfer request instructions.

Step 4

Complete a direction of investment form along with the supporting investment documents.

Investment Form

Step 5

We fund your investment per the direction of investment form.

Get started

Today with our, Online account application

Application