Manage My Self-Directed Account

Frequently Asked Questions regarding Updating/Changing Account details, Beneficiaries, and more.

• How do I View Deposits, Transactions, Fees, Statements, Tax Forms, or Funds In My Account?
• What is a Roth Conversion?
• What is Fair Market Value and Why is it Important?
• How Can I Set Up My Online Portal?
• How Do I Update My Contact Information?
• How Can I Add An Interested Party?
• How Do I Update My Beneficiaries?
• How Do I Update the Card on File or Change My Payment Preference?
• How Do I Pay for Expenses Related to My Self-Directed Investment?
• How Can I Be Reimbursed From My HSA For a Medical Expense?
• How Can I Be Reimbursed From My Coverdell ESA Account?
• Can I Name Someone Else to Make Investments on My Behalf?