Online Direction Of Investments (DOI)
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
- Immediate notification and confirmation that your request has been received.
- Elimination of email limitations such as processing delays, file size limitations,
accidental loss of email, bad email addresses, and spam filtering.
- Ability to directly update DOI with corrections thereby eliminating email traffic
and communications to clarify your request and match documents with your
- 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 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
TIP: If the file size is a problem, you can also try to break the file into two or more files.
Event Notices & Alerts
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.