Sydecar makes investing through your IRA as seamless as possible with help from the product, your IRA custodian, and our Customer Experience team.
Creating the IRA Profile
1. As you create your investor profile, you will have the option to choose how you are investing. Here, choose "IRA or Business Entity".
2. From there, you will fill in some information about the IRA. Ask the custodian of your IRA for instructions on how to invest through your retirement plan, and they will provide the information:
- Business name
- Retirement plan name
- Plan type
- State of incorporation
- Custodian's EIN and address
3. On the next page, if you do not have signing authority, you can add your custodian as a "Signer". This will allow them to use Sydecar to sign the subscription agreement and provide banking information and the tax ID.
Through this process, you or the custodian can email operations@sydecar.io for support. The custodian may require Sydecar to sign documents.