--- title: How to invest with your self-directed IRA (SDIRA) or retirement account description: How to invest with your self-directed IRA or retirement account. Custodian instructions included. --- [Skip to content](https://help.tribevest.com/how-to-invest-with-your-self-directed-ira-sdira-or-retirement-account#main-content) English Show submenu for translations [![Tribevest](https://help.tribevest.com/hs-fs/hubfs/Tribevest.webp?width=159&height=35&name=Tribevest.webp)](https://tribevest.com/) Open main navigation Close main navigation - English Show submenu for translations - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.tribevest.com/?hsLang=en) 2. [Investor Support](https://help.tribevest.com/investor-support?hsLang=en) 3. [Tribevest Pro (https://pro.tribevest.com)](https://help.tribevest.com/investor-support?hsLang=en#tribevest-pro-https-pro-tribevest-com) # How to invest with your self-directed IRA (SDIRA) or retirement account ## Need help with how to fill out documents with your custodian? This article shares instructions from the custodians we've worked with. #### Overview This article provides general reference information for investors using **Self-Directed IRA (SDIRA) custodians** to complete **private placement investments**. Each custodian has its own unique forms, titling formats, and wiring instructions. These details are provided **for reference only** based on information captured by our team. Please note that **custodian requirements can change at any time** — investors should **always confirm directly** with their custodian before submitting investment documents or sending funds. #### General Guidelines Before initiating a private placement through your Self-Directed IRA: 1. **Confirm your IRA custodian allows private placements**. 2. **Ensure all investment documents are titled correctly** in the name of your IRA, not your personal name. 3. **Provide all required forms** (e.g., Direction of Investment or Purchase Authorization). 4. **Avoid prohibited transactions** as outlined by IRS rules. 5. **Verify wiring or ACH details directly** before sending funds. #### Custodian Instructions #### [1. NuView Trust Company](https://help.tribevest.com/how-to-invest-with-your-self-directed-ira-sdira-or-retirement-account#nuview) #### [2. uDirect IRA Services](https://help.tribevest.com/how-to-invest-with-your-self-directed-ira-sdira-or-retirement-account#uDirect) #### [3. The Entrust Group](https://help.tribevest.com/how-to-invest-with-your-self-directed-ira-sdira-or-retirement-account#Entrust) #### [4. Directed IRA / Directed Trust Company](https://help.tribevest.com/how-to-invest-with-your-self-directed-ira-sdira-or-retirement-account#DirectedIRA) #### [5. Equity Trust Company](https://help.tribevest.com/how-to-invest-with-your-self-directed-ira-sdira-or-retirement-account#EquityTrust) #### [6. Quest Trust Company](https://help.tribevest.com/how-to-invest-with-your-self-directed-ira-sdira-or-retirement-account#Quest) #### [7. Specialized Trust Company](https://help.tribevest.com/how-to-invest-with-your-self-directed-ira-sdira-or-retirement-account#Specialized) #### [8. IRA Club](https://help.tribevest.com/how-to-invest-with-your-self-directed-ira-sdira-or-retirement-account#iraclub) #### [9. Mainstar Trust](https://help.tribevest.com/how-to-invest-with-your-self-directed-ira-sdira-or-retirement-account#mainstar) #### [10. Advanta IRA](https://help.tribevest.com/how-to-invest-with-your-self-directed-ira-sdira-or-retirement-account#advantaira) #### [11. Fidelity IRA](https://help.tribevest.com/how-to-invest-with-your-self-directed-ira-sdira-or-retirement-account#fidelityira) #### [12. IRA Financial](https://help.tribevest.com/how-to-invest-with-your-self-directed-ira-sdira-or-retirement-account#irafinancial) #### [13. Madison Trust Company](https://help.tribevest.com/how-to-invest-with-your-self-directed-ira-sdira-or-retirement-account#madison) #### [14. Inspira Financial](https://help.tribevest.com/how-to-invest-with-your-self-directed-ira-sdira-or-retirement-account#inspira) --- ### **1. NuView Trust Company (Now Inspira Financial)** **Notes:** - There are no specific signature block requirements — only that the investor signs and there is a space for NuView to countersign. - Investor must complete a **Purchase Authorization Form** before processing. - As of **February 3, 2025**, NuView Trust Company is now **Inspira Financial**. --- ### **2. uDirect IRA Services** **Important Notes:** - **Verbal approval** is required from the account holder for all new investments. - Contact uDirect at (714) 831-1866 or (866) 447-6598. - **Direction of Investment Form (DOI)** must be hand-signed — **no digital or electronic signatures allowed**. - Originals do **not** need to be mailed back. **Required Documents:** - Signed Subscription Agreement - Signed Operating/LLC Agreement (with Manager signature) - Private Placement Memorandum or Offering Documents - Wire Instructions **IRA Titling Example:** IRA/SUBSCRIBER/INVESTOR NAME: First Last, legal owner via non-trust custodial IRA with AET IRA ADDRESS: 6900 Westcliff Dr, Ste. 603, Las Vegas, NV 89145 EIN: 20-8936642`` **Mailing Address:** American Estate & Trust, LC 6900 Westcliff Dr., Ste. 603 Las Vegas, NV 89145 **Distribution Deposits:** - ACH deposits must include IRA account number and asset ID --- ### **3. The Entrust Group** **How to Invest:** 1. Log into your **Entrust Client Portal**. 2. Under **Quick Links**, select “Make an Investment.” 3. Choose **Alternative Assets** and complete all required information. 4. Upload the agreement for your investment, ensuring: - Investor is titled as: **“The Entrust Group Inc. FBO \[Client Name\] IRA# \[Account Number\]”** - Signature block shows Entrust as the member/investor. - The investment amount is listed in the agreement. **Additional Details:** - EIN: 82-3888192 - Investor uses **their own address** on offering documents. - Investment Manager’s email must be provided for e-signature. --- ### **4. Directed IRA / Directed Trust Company** **Instructions:** - Reference investor documents for account name and ACH information. - **Address:** 3033 N Central Ave., Ste 415 Phoenix, AZ 85012 - **EIN:** 37-1913185 **Process Overview:** - Custodian signs on behalf of the IRA. - All incoming funds must be properly titled and sent to the Directed IRA account. --- ### **5. Equity Trust Company** **Address:** 1 Equity Way, Westlake, OH 44145 **EIN:** 05-0552743 **Reference Documents:** - [Orientation-Guide-Private-Equity\_Equity-Trust.pdf](https://help.tribevest.com/hubfs/Orientation-Guide-Private-Equity_Equity-Trust%20(1).pdf?hsLang=en) **Notes:** - Follow the private equity investment process as outlined in the Orientation Guide. - Confirm titling with the custodian before executing agreements. --- ### **6. Quest Trust Company** **How to Submit an Investment:** 1. Log into your [Quest Client Portal](https://portal.questtrustcompany.com/LoginPortal). 2. Click “Submit New Investment” under the Investments tab. 3. Provide required documents: - Subscription Agreement or Private Placement Memorandum - Company or Operating Agreement - Wire Instructions **IRA Titling Format:** Quest Trust Company FBO \[Your Name\] IRA \[Account Number\] **Address:** 17171 Park Row Suite 100 Houston, TX 77084 **Tax ID:** 61-1435085 **Processing Time:** 24–48 hours after documents are properly endorsed --- ### **7. Specialized Trust Company** **ACH Notes:** - Include client account number and ARN / asset name in ACH memo. - ACHs without this reference may be rejected. --- ### **8. IRA Club** **Documents Required:** - Subscription or Purchase Agreement (signed and read/approved by account owner) - IRA must be listed as: **“IRA Club, Administrator & Meridian Bank, Custodian FBO \[Investor Name\] IRA \[Account Number\]”** - Operating Agreement - Certificate of Good Standing - Tax ID Letter - Wiring Instructions **Address:** 67 E. Madison St., Suite 1510, Chicago, IL 60603 **Tax ID:** 20-5332361 **Reference Document:** [IRA Club Private Placement Instructions](https://help.tribevest.com/hubfs/IRA%20Club%20Private%20Placement%20Instructions.pdf?hsLang=en) --- ### **9. Mainstar Trust** **Titling Format:** Mainstar Trust Custodian FBO \[Client Name\] **Address:** 214 West 9th Street, Onaga, Kansas 66521 **EIN:** 05-0527466 --- ### **10. Advanta IRA** #### Tampa Accounts (beginning with “80”) - **Titling:** Advanta IRA Services, LLC FBO \[Investor Name\] IRA #\[Account #\] - **EIN:** 20-0182452 #### Georgia Accounts (beginning with “15”) - **Titling:** Advanta IRA Administration, LLC FBO \[Investor Name\] IRA #\[Account #\] - **EIN:** 26-3880651 **Address (for both):** 4790 140th Ave N., Clearwater, FL 33762 **Process Notes:** - Custodian will pre-populate IRA information and send via DocuSign. - Once investor signs, Advanta signs and returns the final version with W-9 and ACH details. - Each investor receives unique ACH instructions. --- ### **11. Fidelity IRA** **Notes:** - Fidelity does not provide private placement instructions unless the investor is on the line to authorize. - Account titling and address must be requested directly. - EIN: Investor uses **their own SSN**. **Investor Must Provide to Fidelity:** - Executed Subscription Agreement - Private Placement Memorandum - Direction of Investment form - Wiring Instructions **ACH Reference Example:** - Routing: 101205681 - Account: 39900001250770454 - Memo: Account Number + Investor Name --- ### **12. IRA Financial** **Titling Format:** `IRA Financial Trust Company CFBO [Investor Full Name]` **EIN:** 47-5494278 **Address:** 16771 Coral Cay Lane, Huntington Beach, CA 92649 **Process Overview:** - Custodian fills out and signs offering documents on behalf of investor. - Documents are then returned for investor completion and fund manager countersignature. - Final executed versions sent back to IRA Financial for funding. - W-9 and ACH instructions must be requested from custodian. --- ### **13. Madison Trust Company** **Process:** - Custodian signs and funds investments on behalf of the IRA. - Ensure all titling and ACH instructions are current before funding. --- ### **14. Inspira Financial** (formerly **NuView Trust Company**) **Process:** - Inspira Financial now manages former NuView Trust accounts. - Investors should contact Inspira directly for updated titling and wiring information. - All new investments should reference Inspira as the custodian. --- #### ⚠️ Important Disclaimers - The information above is provided **for reference purposes only** and reflects what has been shared with our team as of the listed update date. - Custodian procedures, EINs, and mailing/wiring instructions **may change at any time**. - Always verify instructions directly with your custodian before sending funds or executing documents. - Tribevest does not provide tax, legal, or investment advice.   - [About Tribevest](https://help.tribevest.com/about-tribevest?hsLang=en) - [Security](https://help.tribevest.com/security?hsLang=en) - [Self-Service Tribes](https://help.tribevest.com/self-service-tribes?hsLang=en) - [For Independent Capital Aggregators](https://help.tribevest.com/for-independent-capital-aggregators?hsLang=en#main-content) - [Trident (https://trident.tribevest.com)](https://help.tribevest.com/for-independent-capital-aggregators?hsLang=en#trident-https-trident-tribevest-com) - [Investor Support](https://help.tribevest.com/investor-support?hsLang=en#main-content) - [Tribevest Pro (https://pro.tribevest.com)](https://help.tribevest.com/investor-support?hsLang=en#tribevest-pro-https-pro-tribevest-com) - [Trident (https://trident.tribevest.com)](https://help.tribevest.com/investor-support?hsLang=en#trident-https-trident-tribevest-com) - [Money Movement](https://help.tribevest.com/money-movement?hsLang=en) [![Tribevest Logo](https://help.tribevest.com/hs-fs/hubfs/tribevest%20logo.webp?width=360&height=80&name=tribevest%20logo.webp "Tribevest Logo")](https://help.tribevest.com/?hsLang=en) [mailto:email@email.com](mailto:email@email.com) Copyright © 2026, Tribevest