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What do I need to do to establish an IRA at Mountain America?

IRA accounts follow standard account opening procedures.

If you are not currently a member, we will need to pull credit and Chexsystems reports, obtain your Social Security number and valid identification plus a $5 membership deposit.

If you are an existing primary member, we will need to pull a ChexSystems report and see valid identification. IRAs must be opened on an individual account. Open your IRA through The Service Center or at a local branch.