How It Works

Get Started »

Unlock the world of private investments and
directly control your IRA in real-time
with WealthFlex

Earn more and do more
with your IRA, right now!

 

Cost Effective | Easier | Faster | More Accurate

 

Start investing in your favorite opportunities
with direct checkbook control of your IRA
using WealthFlex

Get direct control of your
IRA Portfolio, right now!

How It Works

Get Started »

 

How It Works

Get Started »

Unlock the world of private investments and
directly control your IRA in real-time
with WealthFlex

Earn more and do more
with your IRA, right now!

 

Cost Effective | Easier | Faster | More Accurate

 

How It Works

Get Started »

Start investing in your favorite opportunities
with direct checkbook control of your IRA
using WealthFlex

Get direct control of your
IRA Portfolio, right now!

Think outside your current IRA

“…private investment in your IRA has always been an opportunity. The WealthFlex platform makes it cost effective, easier, faster, more accurate…”

Self Directed IRA video

Think Outside the IRA (02:05)

The Power of Tax-Deferred Growth (01:44)

Four Quick Steps

1

 Create WealthFlex Account

2

 Initiate Funds Transfer

3

 Receive IRA Trust Confirmation

4

 Establish Bank Account*
*FDIC Insured

It’s that easy!

You’re now ready to start investing in your favorite opportunities, as simple as writing a check.

Get Started
How It Works

Invest in your friend’s ideas starting now!

It’s your IRA, do it your way

Go where the smart money is by converting traditional IRA investments to self directed private investments with WealthFlex.

Access your investable cash in a fraction of the time with no need for plan administrator involvement or mailing and faxing documents.

Funds in hand mean you’ll no longer miss chances to invest in opportunities because of long wait times and endless paperwork.

Get Started Now

Looking for value? Private investments are the answer.

PRIVATE INVESTMENTS CONSISTENTLY EARN

MORE

than the S&P 500

DETAILS

PRIVATE COMPANIES TYPICALLY HAVE

7X

lower price-earnings ratio than S&P 500

DETAILS

WEALTHFLEX COSTS ARE AT LEAST

75%

lower than other major custodians

DETAILS

What our clients say

WealthFlex is so helpful through the process of setting up the account, and how to use it afterwards.  Joe is very kind answering all of my phone calls and emails with questions.  And what I really like the most is that they actually care.

Eileen BCresswell, OR

WealthFlex took the hard part away, by not requiring a lot of paperwork for doing this with my IRA, for an incredibly low fee.

John BBoulder, CO

WealthFlex introduced me to the idea of a self directed IRA that could include real estate as an investment option and has worked out extremely well.  Later on, they helped me change my plan to a Solo 401k giving me even more funding flexibility.   Great people to work with.

John RWoodway, WA