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, 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.
