How do I open a Redwood IRA?

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Thank you for your interest in the Redwood Fund! If you don't already have  an account with us, click here and select "Get Started".

 

If you already have Checking & Savings account or Investing account with us and would like to open an IRA account:

1. Sign in to your account on the website.

2. Open a second tab with our homepage. You will notice the "My Account" button in the top-right corner indicating you are already signed in.

3. From here, click the "Investing" tab

4. You’ll be taken to our Redwood Fund page.

5. Scroll down to click “Invest Now,” select “Traditional IRA account,” and enter your email address.

6. You’ll go through an application process where you’ll enter in your initial investment and an optional recurring investment. You’ll also have the option of linking your checking or savings account.

7. On the final page you’ll have a chance to review the information you’ve entered, along with some tax information.

8. Once you’re ready to open your investment account, click Invest!

If you step away from your application you can resume any time from a banner in the app or on the web.

 

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