David Hill

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Articles

Votes on activity by David Hill Recent activity Votes
  • Transfer In Your Existing IRA (Cash)

    Follow the instructions below to create a Transfer Request, to transfer funds into your account from an existing retirement account elsewhere. Note: You must also complete and sign our "Custodial T...

  • Selling Precious Metals

    Follow the steps below to Create a DOI (Direction of Investment) and attach the supporting documents   1. Log in to the "Online Portal"     2. Click on "Invest (DOI)" tab     3. Click "NEW INVEST...

  • Making a Deposit or Contribution

    Making Deposits or Contributions to your Account increases the Funds Available in your Account for transfers, payments or investments.   Note: Contributions by Check or Wire must also be accompanie...

  • Withdrawing Precious Metals

    Complete and save a Withdrawal form prior to starting your Direction of Investment. Then utilize the instructions below to complete your online DOI withdrawal.   You’ll need to create a DOI (Direct...

  • Taking a Withdrawal, Distribution or RMD

    1. Login to the "Online Portal"     2. Click on the "Withdraw Funds" option and complete all fields:     3. If you already have a Bill Pay in the system you will be prompted to “Specify Vendor” w...

  • Outgoing Transfer To New Custodian

    Important Notes Regarding Transfer Documents: - All transfer request forms must be received within “15 days of YOUR dated wet signature" - All "Scanned Copies" of transfer paperwork must include a ...

  • Change or Update Beneficiary

    Either complete and save an electronic copy of the Beneficiary Change Form, or complete by hand and upload an electronic copy of the form. Follow the steps below to upload the Beneficiary Change F...

  • Uploading Change of Address form

    Follow the steps below to upload your completed Change of Address form, and the required additional identifiers, to your online account for processing. Login to the "Online Portal" Click the "Docu...

  • Editing an Investment or DOI

    Follow the steps below to make corrections, or upload supporting documents, to an open DOI on hold for corrections.   1. Login to the "Online Portal"     2. Navigate to the "Invest DOI" tab     3...

  • Pay Your Account Fees

    Follow the instructions below to view or pay your account fees     To view or pay outstanding bills Login to the Online Portal Navigate to Settings tab Select Invoices From this tab you can view ...