Back to Help CenterQ: 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 $1 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. To open your IRA, please contact our Service Center at 1-800-748-4302 or visit a local branch.
