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.

Investment Freedom

Explore real estate, crypto, private equity and more.

Cost Savings

Cut costs by avoiding per-transaction fees and delays.

Experienced Client Support

You have access to Battle experts who will help you avoid the typical pitfalls of self-directed investing.

Speed & Efficiency

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.

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.

Fee Structure

Retirement LLC Checking Account

Have an existing Checkbook IRA with another firm but need a checking account to transact? We can help.

Fee Structure

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.

[email protected]

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.