We look forward to helping you transfer your Checkbook IRA to Solera National Bank.  We are confident you will appreciate their great customer service.

Please provide the information below and we’ll get started promptly.

Please review our Custodian Change Terms of Service before you begin.

The entire custodian transfer process can take 4-6 weeks to complete.  You can operate your Checkbook IRA normally during the transition.

Be sure to make [email protected] or the @ira123.com a safe sender in your email client to avoid having time-sensitive emails get lost in your junk mail folder.

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