The PREMIER IRA custodian choice of alternative investment product sponsors

First Trust Retirement is the premier IRA custodian choice of alternative investment product sponsors. First Trust Retirement combines the transfer agency servicing solutions of DST Systems Inc., with an IRA custodial offering. With First Trust Retirement clients now have the flexibility to select an alternative investment for their self-directed IRAs that is not typically available through mutual fund and brokerage offered IRAs.


First Trust offers the following account types:

  • Traditional IRAs
  • Roth IRAs
  • Simplified Employee Pension Plans- SEPs

DST Systems, Inc., the leading qualified transfer agent in the alternative investment space, has been chosen as our agent to service this solution. With First Trust Retirement custodial services, advisors can spend less time, less effort, and less cost servicing alternative investments for their client’s IRAs.

Less Time
  • Three times faster account setup for timely transaction settlement and commission payments
  • Streamlined transfer agency services provided by our agent, DST Systems, Inc.
Less Effort
  • Advisors have a single point of contact for product and retirement knowledge support
  • Reduced shareowner confusion and wasteful mailing redundancy
Less Cost
  • IRA annual custodial fee starting as low as $25, compared to over $100 with other custodians
  • Average shareowner savings of $600 (est.) over the life of a single REIT investment

1. First Trust Retirement offers the ability to select alternative investment products, including non-traded REITs and BDCs, within an IRA that costs a fraction of current alternative IRA product offerings.


2. With First Trust Retirement, your clients now have the flexibility to select an alternative investment for their self-directed IRAs that is not commonly available through mutual fund and brokerage offered IRAs.

Latest News

  • Sila Realty Trust, Inc shareholders that held self-directed IRAs with First Trust Retirement have been moved to be serviced by the Mainstar Trust home office. Please reach out to Mainstar Trust for additional information.
    Mainstar Trust
  • SQN Investment Advisors LLC shareholders with self-directed IRAs are now eligible to transfer an existing account or open a new account with First Trust Retirement.
    SQN Investment Advisors LLC
  • Benefit Street Partners shareholders with self-directed IRAs are now eligible to transfer an existing account or open a new account with First Trust Retirement.
    Benefit Street Partners
  • Blue Owl Capital shareholders with self-directed IRAs are now eligible to transfer an existing account or open a new account with First Trust Retirement.
    Blue Owl Capital
  • CION Ares Management, LLC, Inc. shareholders with self-directed IRAs are now eligible to transfer an existing account or open a new account with First Trust Retirement.
    CION Ares Management, LLC, Inc.
  • Procaccianti Hotel REIT, Inc.shareholders with self-directed IRAs are now eligible to transfer an existing account or open a new account with First Trust Retirement.
    Procaccianti Hotel REIT, Inc.
  • Moody National shareholders with self-directed IRAs are now eligible to transfer an existing account or open a new account with First Trust Retirement.
    Moody National
  • W. P. Carey Non-Traded Program shareholders with self-directed IRAs are now eligible to transfer an existing account or open a new account with First Trust Retirement.
    W. P. Carey
  • RiverNorth Marketplace Lending Corporation shareholders with self-directed IRAs are now eligible to transfer an existing account or open a new account with First Trust Retirement.
    RiverNorth Marketplace

With First Trust Retirement, your clients now have the flexibility to select an alternative investment for their self-directed IRAs that is not commonly available through mutual fund and brokerage offered IRAs.

Get Started With First Trust Retirement in 3 Easy Steps

1

Selection of investment product within IRA:

  • Click on your alternative investment product election link from the FTR Toolkit page.
  • Complete the IRA application
2

Select the option relative to your IRA funding choice:

Transferring from another IRA
  • Complete the First Trust Retirement transfer of assets request form
  • Attach a current statement from the existing account
Making a Contribution
  • Indicate the tax year and type of contribution on the IRA application
  • Make the check payable to First Trust Retirement
3

Complete the Product Sponsor Subscription Document:

product within IRA:

  • Mail the completed Subscription document, IRA application, transfer paperwork and check to the address on the Alternative Product Sponsor application
Get Started