We offer a few different products for an IRA. You have the option of opening either an IRA savings account or an IRA certificate of deposit. To open the IRA savings, you will need a minimum deposit of $5.00. If wish to open the IRA certificate, there is a minimum opening deposit of $500.00.
To set up a retirement account, there is documentation that needs to be filled out. This paperwork can be signed in any financial center. We can also mail the paperwork to you. To request the documents be mailed, please contact us either through Live Chat or by calling Member Services at (336) 774-3400 or (800) 782-4670. We recommend that you speak with your tax advisor before opening a retirement account.
We also offer the Allegacy Investment Group that specializes in retirement accounts and other products that may be more suitable to your needs. Please contact Member Services and we will be happy to connect you with one of these specialists