Open a CamaPlan account and take control of your financial future by investing in real estateprecious metalsprivate placementsnotes, and other permitted asset classes.

Its so easy, you can open an account today in 5 quick and easy steps

You will need:

  • Your driver’s license
  • A recent account statement
  • Beneficiary information
  • A credit card or checking account and bank routing numbers for electronic payments

Step #1 – Application

Select the type of account you wish to open and enter your personal details.
See Instructions

Step #2 – Funding

Select either: Transfer, Rollover, or Contribution. Have a recent account statement ready for rollovers and transfers into CamaPlan. (What’s the difference between a transfer and a rollover?)

Step #3 – Beneficiaries

Beneficiary percentages must equal 100%. You will need: their full name, date of birth, phone number, and social security number.

Step #4 – Payment

Enter in your credit card or Echeck information to pay your account fee

Step #5 – Signature

Sign that you have read and approved both the Fee Agreement and the IRA Adoption Agreement.

For the following account types, you will need to complete a pdf instead, Click here for our forms and downloads.

  • Inherited/beneficiary accounts
  • Coverdell ESA
  • Health Savings Account (HSA)
  • Qualified Plans such as a 401(k)

If you need assistance with this process, please contact our office at (866) 559-4430.