What is the typical timeline to open a SDIRA or 401(K)?

Allow one to three weeks. Simple accounts can be open in a couple days. More complex retirement strategies can take three to four weeks to complete.

The main drivers that dictate this timeline are how you plan to fund your account and, if you have a current retirement plan, who the custodian is. Our investment professionals strive to make this process as easy and quick as possible. We know every day it takes to set up your account is another missed opportunity to grow your finances.