Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account
Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account

Getting Started

Broad has streamlined the process to set up a Self-Directed IRA or Solo 401(k). Here’s what you can expect when you call:


A friendly Specialist will give you an experienced assessment of your personal situation. You’ll get an honest opinion if your planned investment will work with the self-directed platform, and what you should expect in terms of maintenance and upkeep.

Hassle Free 
Set Up

A comprehensive welcome packet will be sent to you on your schedule. This will get you started with a few basic forms, and provide clear detailed instructions as to your next steps in the process.

Industry Leading Client Support

A dedicated Broad Specialist will walk you through the entire process. Your Specialist will make sure that you’re comfortable with the workings of the self-directed platform.

Still have questions? Don’t worry, we have answers!

The best thing you can do for your retirement funds is to get informed. Contact Broad today and find out how to take the next step forward.

Contact Form - Contact Page

Contact Us

One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

Mondays – Thursdays: 8:00 am – 6:00 pm EST
Fridays – 10:00 am – 4:00 pm EST


Get the latest news and insights on Self-Directed IRAs and Solo 401(k)s right to your inbox.
Sign Up For Newsletter

magnifiermenuchevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram