M2 Trust Services LLC is a passive custodian for investor-directed individual retirement accounts. M2 Trust specializes in the custody and administration of non-publicly traded, Alternative Investments. As a passive custodian M2 Trust does give tax, legal or investment advice and … Continued
There is no charge to establish a self-directed IRA account with M2 Trust Services when using the online account-opening feature. The fee for opening an account by completing, signing and sending a paper-based application is $50. M2 Trust’s annual account and … Continued
An account can be opened within one day by using our online account-opening feature.Accounts opened via paper application can take 2 to 3 business days to open after receipt of completed and signed paperwork. Please note: Even though account opening … Continued
Yes, you may be able to make a contribution, however, the contribution limits are per individual and not per account. Making a contribution is the quickest method for initial funding your M2 Trust self-directed IRA account but remember that there … Continued
You may request a rollover of an old 401k from a former employer. Contact the 401(k) plan administrator (contact info can be found on your statement) to determine their rollover process and request that the funds be rolled over to … Continued
To initiate a “custodian to custodian” transfer, you must complete, sign and send a “Transfer Authorization” form to M2 Trust for processing. This form can be found under the Forms section of our websiste. Unfortunately some custodians still require a … Continued
