how to trade securities
Did you know you can trade stocks and mutual funds in your GoldStar self-directed IRA? It’s easy to do and we can help.
If you have cash in your account available to invest, complete this form: IRA Investment Direction for Stock/Mutual Funds
- Check BUY or SELL
- Provide the name and symbol for the stock or mutual fund you wish to purchase
- Indicate a number of shares (for stocks), price and amount to invest
- Fax to: (806) 655-2490 or email to: Info@GoldStarTrust.com
IMPORTANT: All stock trades must be received by 2pm CST to be executed the same day.
For stock trades transacted by GoldStar’s omnibus account at Primevest Financial Services, the following fees apply:
- Brokerage Fees (at cost)
- $25 Transaction Fee for each trade.
need further assistance?
Just call 1 (800) 486-6888 and let the receptionist know you would like help with stock trades for your IRA. We would be honored to answer any questions you may have, and/or put you in contact with an investment representative to further assist you if needed.
FDIC NOTICE: IRA and/or Bond investments represented on this website are not FDIC-insured, are not guaranteed by GoldStar Trust Company, and involve risk including possible loss of principal. If held in a GoldStar IRA or GAMMA account, the un-invested cash portion is FDIC insured up to $250,000.