Sell Direction Letter
Use this form to sell units or shares held by your IRA.
Print and Mail
What documents must be submitted to sell the interest of my IRA’s private company investment?
You will need to submit a completed and executed Sell Direction Letter to Vantage.
What fees are associated with the sale of my IRA’s private company investment?
There is a $125 transaction fee to sell private company shares/units within your IRA regardless of the value of the asset. A detailed overview of all account fees can be found in the Fee Schedule.
How long will it take to complete the sale of my IRA’s private company investment?
Once Vantage has received the Sell Direction Letter and funds are received in good order, your sell request will be completed within 2 business days. You can expect to receive an email confirmation once your request has been processed.
How can I send funds to my IRA?
Vantage will accept funds via wire, ACH, or check. When submitting funds electronically, reference our Incoming Wire, ACH, and Check Delivery Instructions to ensure proper identification of the funds when they are received by our office.