Checkbook IRA
A Checkbook IRA is a self-directed IRA that gives you unique, hands-on control over your IRA account investing options through an LLC in which you are named manager. You choose what the IRA invests in and fund those investments (avoiding prohibited transactions) without approval delays or your custodian getting in the way.
Checkbook IRA Benefits
Managing a Traditional or Roth Checkbook IRA can feel complex — but it doesn’t have to. Our experienced team is here to walk you through the process, help you avoid the pitfalls, answer your questions, and support your long-term goals with clarity and care.
Explore real estate, crypto, private equity and more.
Cut costs by avoiding per-transaction fees and delays.
You have access to Battle experts who will help you avoid the typical pitfalls of self-directed investing.
Take action instantly — no waiting on custodial approval.
Checkbook IRAs
Whether you choose a Traditional or Roth Checkbook IRA, our structure puts you in control, giving you direct access to your funds so you can invest when and how you want, without waiting on custodians. We pair that flexibility with unmatched transparency: Our fees are clear, competitive and among the best in the market — no hidden costs, no surprises.
Premium Checkbook IRA
Battle will take the lead from setup to support. We’ll register your LLC, open your account, prepare your necessary documents, and help ensure you’re ready to invest with confidence. We’re with you every step of the way.
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- 1. Choose your IRA type (Roth or Traditional).
- 2. Open a Battle Bank self-directed IRA.
- 3. Form a dedicated LLC.
- 4. Establish a checking account for the LLC.
- 5. Fund your IRA (via rollover, transfer or contribution).
- 6. Start investing.
Checkbook IRA (Transfer Existing)
For those who have an existing LLC and/or a Checkbook IRA, our experts will help you move your relationship to Battle Bank for support and seamless management.
- 1. Confirm whether you have an existing LLC or Checkbook IRA.
- 2. Decide whether to transfer, roll over or start a new account.
- 3. Create your LLC checking account.
- 4. Resume investing.
Retirement LLC Checking Account
Have an existing Checkbook IRA with another firm but need a checking account to transact? We can help.
- 1. Confirm your existing IRA and LLC setup.
- 2. Open a new LLC checking account with Battle Bank.
- 3. Link your IRA and LLC to the new account.
Account SetUp
How To Set Up a Checkbook IRA
Create an LLC and make yourself its manager or trustee.
Open a Battle Bank Traditional or Roth Checkbook IRA.
Set up a Battle Bank checking account in the name of the LLC.
Invest directly using checks or wire transfers, avoiding prohibited transactions.
Need Support?
855.922.8853 (BATTLE)
Available Monday to Friday between 8:00 a.m. and 6:00 p.m. central time.
For your security, please do not send sensitive information—including account numbers, usernames, passwords, or Social Security numbers—to the support email, as it is not a secure channel.
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CHECKBOOK IRA BY BATTLE BANK
Premium Checkbook IRAs
Instant access. Full control. A self-directed IRA puts your investments in your hands.
