To open an Account, select the account type and complete the form online. Once you've completed the form please print, sign and mail to the address listed on the application form. Please keep in mind the following:
- The M2 Trust fee schedule is included in the IRA Account Application. Service fees are charged for account and asset maintenance and any client-directed activities such as investment purchases or sales, expense payments and distributions.
- Any missing information (including a signature) on the account application will delay account opening.
- Funding the account through a custodian-to-custodian transfer or 401(k) rollover may take several weeks to complete. You should determine if this timeframe will impact any investment deadlines that may exist.
OPEN AN ACCOUNT
SIMPLE IRA Participant Application
Personal Custody Account Agreement
FUND AN ACCOUNT
PURCHASE OR SELL AN INVESTMENT
Precious Metals Investment Directive
Private Note Investment Directive
Private Offering Investment Directive
Real Estate Investment Directive
Real Estate Investment Information
Property Management Servicing Agreement
Real Estate Investing Quick Tips
INVESTMENT GUIDES
Precious Metals Investment Guide
Private Offering Investment Guide
UPDATE ACCOUNT
DISTRIBUTION REQUESTS
EMPLOYER PLAN SERVICES
M2 Trust Employer Plan Services Guide 2018
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