With Tax Free Crypto's platform, you can track and manage your account activity, create your own digital portfolios, set up automatic orders to buy or sell cryptocurrencies at your target prices, and choose when to liquidate your digital investments back into cash - all within your Tax Free Crypto account!
Similar to opening a bank or brokerage account, you’ll need your name, contact info, date of birth and your Social Security number.
You can fund your new IRA account from an existing IRA (Transfer) or employer-sponsored plan such as a 401k (Rollover), and/or make a direct contribution to your new account. For an Individual Taxable account, you can fund your account by wire, check, or ACH.
If you have funds in an existing account that you are transferring, please make sure you provide a statement or document that provides the following details:
• Name of your current custodian
• Your name EXACTLY as it appears your account registration (for example Mr. John Smith, Sr. versus Mr. John Smith, III)
• Account number and type of retirement account (e.g., Roth or Traditional IRA, 401k, TSP, pension, etc.)
• A list of current holdings in the account.
If you do not have enough uninvested cash in your existing account, you will need to contact your current custodian to liquidate existing assets into cash positions prior to submitting transfer instructions.
Your funds will be directly deposited into your account through your custodian, Equity Trust Company. Your funds may be delivered via wire, ACH, or check. Information for delivery of the funds will be provided within the online process and can also be found at
To be eligible to establish an account, you must meet the following criteria:
Be a US Citizen
Have a legal address located within the United States
Be over the age of 18
Be able to provide a statement for accounts included in transfer
Make sure the amount being transferred has been liquidated and is in an uninvested cash position at current custodian.
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