Speak with a Broad specialist:
(800) 395-5200Schedule a CallSign Up Now
Speak with a Broad specialist:
(800) 395-5200Schedule a CallSign Up Now

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:

Financial 
Education

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.

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Contact Us

Address:
One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

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