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First published:
7/28/2023
Last updated:
6/23/2025
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.
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