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How to Invest in Precious Metals

The first step is always to fund your self-directed account, so you have available funds to purchase the metals. When you’ve chosen your sponsor/dealer and depository, NDTCO will need a few simple documents to execute the transaction

Investment Timeline Overview

STEP 1: Fund Your Account - Timeframe: 1 to 2 weeks  

  • Prepare your self-directed account by funding via contribution, transfer, or rollover. 

STEP 2: Select Precious Metals - Timeframe: 1 to 4 business days 

  • You choose your dealer, depository, and consider what metals you want to purchase.

STEP 3: Make Your Investment - Timeframe: 1 to 2 weeks 

  • You complete Buy, Sell, Exchange Form, place your order with your designated dealer and upload your invoice. Our team will process in 1-3 business days. 

STEP 4: Awaiting Delivery 

  • Delivery time can be up to 3 weeks for your purchase to arrive at the depository. 

STEP 5: Manage Your Account 

  • Once your metals have arrived, you'll be able to manage the investment via online portal.

 

Getting Started

Complete Online Buy, Sell, Exchange Form 

The first step is always to fund your self-directed account so you have available funds to purchase the metals. When you’ve chosen your sponsor and depository, NDTCO will need a few simple documents to execute the transaction: 

Precious Metals Buy, Sell, Exchange Form – Authorize the transaction by:  

  1. Logging in to your online portal and selecting “Invest” on the left-hand side of the screen. 
  2. Click the “Precious Metals” drop-down menu and then select “Invest Now.”
  3. Under Action Type, select “Buy.”
  4. Under Type of Metals, select ownership.
  5. Allocated ownership-Ownership of a portion of a larger bar of metal (often 400 or 1,000 ounces in total weight). This is also used for online precious metals trading platforms. 
  6. Individual Ownership-Ownership of a specific individual coin, bar, or round metal product. 
  7. Under Precious Metals Dealer, enter the name of your chosen precious metals dealer. 
  8. Select your chosen depository from the drop down. 
  9. Indicate whether you will allocate a specific dollar amount to the purchase or will authorize all available funds.
    1. Important Note – If you elect to allocate all available funds, this does not mean NDTCO will automatically send your full cash balance to fulfill a purchase. It simply means that we will fulfill whatever invoice price we receive, provided the balance is available in your account. 
  10. Indicate how you would like to pay the applicable fees. 
  11. Check the acknowledgment box and click “Continue.” 

      In order to submit your purchase request, you will need to ensure you have sufficient cash in the account. If at the time of a purchase you don’t have sufficient cash in the account, consider a transfer-in, Rollover, Liquidation or contribution to fund the account before your purchase. If you are working with us already on a sale or funding request, check your account daily for incoming funds. As soon as funds clear in your account, you will be able to submit your purchase request.  

      Invoice 

      You will work out the terms of the purchase with your precious metals company just as you would if it were a personal purchase.

      To process your transaction, NDTCO needs an invoice that identifies your IRA account as the buyer and your chosen depository as the ship-to address. You should not submit personal payment information for your IRA order. You can upload a copy of your invoice to NDTCO while completing your Online Buy, Sell, Exchange Form, or through the portal messaging center.   

      If funds are available and NDTCO has received your completed Buy, Sell, Exchange Form and invoice, NDTCO will process your transaction within 1-3 days. 

      Please note that precious metals’ prices fluctuate based upon market values and may not remain at the constant rate from your original invoice. Please contact your precious metals dealer for additional information and current market prices. 

      Shipping Details 

      Once your investment has been funded, you will be able to see a line item in the portal account overview, that shows awaiting delivery in the amount of your investment.  

      If you have questions regarding the shipment or tracking information for your purchase, you should contact your dealer/broker to obtain additional information.   

      Once the metals have been received by the depository and the inventory has been communicated to NDTCO, the Precious Metals will be shown in the account and the location will reflect the depository selected. Changes will be shown on your account 1-2 weeks after the date of delivery.