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Online Direction Of Investments (DOI)

Where are you investing your retirement funds? You decide and let us know with the DOI form.

Investments & Bill Payments with Your Self Directed IRA


A Direction of Investment or DOI is the form and request that initiates an investment from your Self Directed IRA into a investment of your choosing or to pay a bill related to an asset held in your account.

Doing these requests online is a quick and convenient method for executing these transactions.


Advantages of Online DOI Submission

  1. Immediate notification and confirmation that your request has been received.
  2. Elimination of email limitations such as processing delays, file size limitations, accidental loss of email, bad email addresses, and spam filtering.
  3. Ability to directly update DOI with corrections thereby eliminating email traffic and communications to clarify your request and match documents with your request.
  4. Overall, the Online DOI process provides a more streamlined, accurate method for submitting your requests

To further familiarize yourself with this new offering we strongly urge you to go through our detailed PDF presentation Online DOI Guide.

How it works

Create

  1. Login to your account
  2. Create the DOI online
  3. Upload supporting documents

Update

  1. Make corrections if necessary
  2. Update instructions and/or
  3. Upload new documents+

Fund

  1. Your request is reviewed
  2. We wire funds or send a check
  3. Celebrate!

How to create a DOI

Step 1 - Login To Your Account
Once you login, you will need to click on the "DOI" menu item.

Step 2 – Create New DOI
This screen will display a summary listing of your DOIs.
Click on the "New Direction of Investment" button.

Step 3 - Fill Out The DOI

Step 4 - Submit The DOI
Click the "Submit Directions" button to save the DOI.

Step 5 - Upload Documents
The following file types are allowed to be uploaded:
Tiff • Jpg • Pdf • Xls • Xlsx • Doc • Docx

There is a file size limit of 12MB.

If you need to submit a file in a different format, or larger than 12MB, then you will not be able to complete the transaction online. We recommend that you email or fax the standard DOI form along with the supporting documents.

TIP: If the file size is a problem, you can also try to break the file into two or more files.

Making Updates

  1. Login to your account and click on the "DOI" menu item.
  2. This screen will display a summary listing of your DOIs.
  3. To edit, click on the "View/Edit" link that corresponds to the DOI. If there is only a "View" displayed you will need to contact us to update that DOI.
  4. To Upload, click on the "Upload Documents" button that corresponds to the DOI.

Event Notices & Alerts

Email Notices
We provide notices and alerts through out the DOI process. Any updates by you or by us will be visible via email and online via your account login.

For additional information or help?

Looking for more information about this or our other services? Let us help answer any of your questions. Call or chat with us now!

If you have any problems with your DOI creation contact [email protected].

Also in order to familiarize yourself with this new offering we strongly urge you to go through our detailed PDF presentation Online DOI Guide.

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