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  2. Manage My Self-Directed Account

How Do I Pay for Expenses Related to My Self-Directed Investment?

Expense Payment Requests can be easily submitted and are processed within 3 business days.

You can submit an Expense Payment Request by completing the form linked here.  Transactions like this are processed within 3 business days unless you opt for an expedited service option. You must attach a bill or invoice to this form.

 

If your investment is in an IRA/LLC, you'll pay for all expenses out of the LLC's checking account.