Welcome from Advanta IRA. Let's Get Your Checkbook IRA LLC Set Up.
The Checkbook IRA LLC application takes about 7 minutes to complete. Your new account will be funded and ready to invest in 2 to 3 weeks.
Your information is only used for account setup and will never be sold.
Here's What Happens Next
Three steps. We handle the heavy lifting. You stay informed at every milestone.
Complete the Application
A handful of straightforward questions about your situation. Have your information ready and click through the form. If anything is unclear mid-application, call or email us — a real person will pick up.
We Set Up the Structure
We coordinate with your SDIRA custodian, file the LLC with the state, secure the EIN, draft your Operating Agreement, and walk you through opening the LLC bank account.
You're Funded and Investing
Once your IRA funds are transferred into the LLC bank account, you have full checkbook control. Write checks. Send wires. Manage transactions independent of your custodian.
Ready When You Are.
Most clients are funded and investing within two weeks. The clock starts when you submit the application.
Before You Click "Begin Application"
Quick answers to what most people ask at this step.
How does payment work?
We split our fee into two halves. The first 50% is collected in the final step of the application — this deposit covers state filing fees and authorizes us to begin work on your LLC setup. The remaining 50% is charged only upon delivery of your fully compliant Checkbook IRA LLC and all associated documentation — LLC formation documents, EIN.
All fees are listed in the application. Set-up fees vary based on State of formation, and number of account holders contributing retirement capital to the LLC. And if we fall short of delivering your IRS-compliant Checkbook IRA LLC documentation, the 100% Money-Back Guarantee applies to both halves.
Can I talk to someone before I commit?
Yes. Call (760) 303-5909 directly, or book a 20-minute consultation at a time that works for you. Most questions are answered in 10 minutes — and most clients move forward right after.
What if I get stuck mid-application?
The application saves your progress automatically and you can resume from any step. If you hit something you're not sure about, call us at (760) 303-5909 during the application — a real person will pick up. We never make you start over.
I don't have a Self-Directed IRA yet. Should I open one first?
If you need help getting your Self-Directed IRA account opened, we can help with that as well, so go ahead and begin the application on this page. Near the end of the application you'll see a questions with a dropdown menu asking you to 'Provide your SDIRA custodian name' - there you'll select the "Need help getting my SDIRA opened" option, so our team knows to make sure we help with that process as well.
Begin Your Application Now
Your Checkbook IRA LLC will be ready to invest in 2 to 3 weeks. The first step takes about 7 minutes.