
Does setting up a bitcoin IRA sound like a lot of paperwork? We've got you covered!
A significantly enhanced onboarding experience will get a new client's IRA paperwork done in 5 minutes or less, and for existing clients, the process to add an IRA to your account is even simpler, since now a majority of your personal information is already completed.
This initiative was part of a broader effort to streamline our new client onboarding experience and to make it significantly easier for existing clients to add separate account types.
- Trust and business accounts will now pull personal information over from your personal account, requiring you to only add details specific to the organization.
- Personal accounts are created by default whenever clients create an IRA, trust, or business account, allowing clients to skip entering any additional information to secure bitcoin in a personal vault or apply for a loan.
- For every user added to your business account, a personal account is created immediately upon their profile creation.
To see how it works, log into your account and select your name in the lower left-hand corner. Select add account and add a personal, trust, or business account in 5 minutes or less.