Google Slide Deck available here by clicking this link.

Have an existing IRA or Roth IRA with SAS Financial Advisors?

1. Link to TD Ameritrade Move Money Form to establish banking instructions to fund your account, complete section 6, sign, and send to your advisor team.

2. Email your advisor team with the amount and date of your contribution.

3. Let your advisor know if you'd like to set up regular, even, monthly contributions to your IRA or Roth IRA.


Need to open an IRA or Roth IRA?

1. Link to TD Ameritrade Account Application to complete, sign, and send back to your advisor team.