Thursday, January 23, 2020
How to Trade Securities

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

  1. Check BUY or SELL
  2. Provide the name and symbol for the stock or mutual fund you wish to purchase
  3. Indicate a number of shares (for stocks), price and amount to invest
  4. Fax to: (806) 655-2490 or email to:

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, 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.