Edale
Open your inherited IRA account
We will guide you through each step in plain English. You can save your progress and come back at any time.
- Start and preparation
- Identity and contact details
- Citizenship and tax residency
- National identifiers
- Employment and source of wealth
- Inherited IRA details
- Beneficiaries
- Financial profile and objectives
- Agreements and consent
- Review and submit
- Status and next steps
This application opens an Interactive Brokers account for an IRA you have inherited, with Edale guiding you at every step. It takes about 15 minutes, and you can save and come back at any time.
It helps to have these to hand
- Your passport
- Your National Insurance number
- Details of the person you inherited from, including their US Social Security number
- A recent statement from the US firm currently holding the IRA
This application is part of Edale's advised service. Everything you enter is stored securely and only used to open and administer your account.