How do I add funds to my IRA trading account?

There are a few ways to fund your IRA:

• Rollover from an employer plan (401k, 403b, or 457) — retains your tax-advantaged status and is generally free to move.
• Transfer from an existing IRA — tax-free and typically completed within 5–7 business days with no waiting periods.
• Annual Contribution — contribute directly to your IRA up to the limits set by Congress.

For step-by-step funding instructions, log in to your GBI Direct account and visit the Fund tab, where you'll find details on how to fund directly with your IRA custodian. Once funds are available with the custodian, they will reflect on our platform.

Please note that since we are not the IRA custodian, funds cannot be sent directly to us.