Self-Directed IRAS

Invest the Way You Want

A Self-Directed IRA gives you more flexibility in how you invest for retirement. Truvant takes a digital first approach to streamline the Self-Directed IRA process from account opening through investment funding.

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What is a Self-Directed IRA?

More Flexibility for Your Retirement Assets

A Self-Directed IRA (SDIRA) is a retirement account that gives you more flexibility in what you can invest in. Instead of only holding traditional assets like stocks and bonds, a SDIRA account may allow alternative assets like real estate, private investments, startups, and more.

View SDIRA Resources

Self-Directed IRA

More Choice, with More Clarity

More flexibility can open new possibilities, but it can also add more steps. Truvant helps you move through the retirement account process with clearer funding workflows, better visibility, and support when details need attention.

More Room to Choose

Explore a wider range of investment types, based on what your account and custodian allow.

Clearer Next Steps

Know what is needed for funding, documents, and transaction-related banking activity.

Less Back-and-Forth

Use digital tools and support that help when several parties or steps are involved.

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Self-Directed IRA vs. Traditional Investing

	SDIRA	IRA
Retirement Account Structure Both are IRA accounts designed to hold retirement assets.
Tax-Advantaged Savings Both may offer tax benefits, depending on the account type and your situation.
Custodian Involvement Both require an IRA custodian or trustee to hold and administer the account.
Alternative Investment Access A Self-Directed IRA may allow a broader range of assets, such as real estate or private investments, when allowed by the account and custodian.
More Hands-On Direction With a Self-Directed IRA, you may take a more active role in choosing your investments. Invest in what you know!
More Transaction Coordination Self-Directed IRA activity can involve more documents, funding steps, timelines, and third-parties.

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Getting Started is Easy

A Self-Directed IRA Built Around You

Start with Your Goals

Share what you want your Self-Directed IRA to support.
Map Your Process

We help outline the account, funding, documentation, and transaction steps that may be part of your process.
Launch with Onboarding

Get set up with digital tools, onboarding support, and a clearer way to manage your Self-Directed IRA.
Keep Moving with Support

Truvant stays connected as questions, updates, or new transaction needs come up.

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Why Truvant

Support That Goes Beyond Setup

Opening the account is only one part of the process. Truvant helps you keep moving after setup with digital banking tools, funding support, and clear workflows for ongoing Self-Directed IRA activity.

Ongoing banking support
Clear funding workflows
Better visibility over time

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Frequently Asked Questions

What role does Truvant play in Self-Directed IRA transactions?

Truvant provides the banking infrastructure that supports Self-Directed IRA activity, including funding, cash management, and transaction processing associated with your investments.

What is a Self-Directed IRA?

A Self-Directed IRA is a retirement account that allows you to invest beyond traditional stocks and bonds into a broader range of assets. It can be funded through contributions, transfers, or rollovers from existing retirement accounts.

How are Self-Directed IRAs funded?

Self-Directed IRAs can be funded through contributions, transfers, or rollovers from existing retirement accounts.

What can I invest in with a Self-Directed IRA?

Self-Directed IRAs allow for a broader range of investments, including real estate, private equity, and other alternative assets, depending on your custodian and strategy.

Who does Truvant serve?

Truvant empowers those shaping the future of finance—from self-directed investors and small businesses to entrepreneurs, crypto firms, and fintech leaders.

How do I get support or send documents regarding my Self-Directed IRA?

Connect with our team by emailing selfdirected@truvantfinancial.com, calling 972-698-5722, or filling out the form on our website.

For overnight mail, send documents to:
2825 Oak Lawn Ave, Unit 191106
Dallas, TX 75219-9998

How do I find an investment?

Finding an investment depends on what you are looking to invest in. Truvant Financial does not provide tax, legal, investment, or structuring advice.