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on IRA, Roth IRA
and 401k Rollovers

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Information about New Accounts:

Index Funds Advisors' (IFA) minimum account size is $100,000.  Our fees are presented on the Fee Page. Charles Schwab & Co., Inc., Fidelity Investments, and Others selected as Index Funds Advisors' custodians. Custodians are independent financial institutions that act as custodians and provide confirmations of transactions and monthly reports of your assets. There is no ownership or management involvement by any custodian in IFA. For more information, visit About Us.

1. Type of Account  

Brokerage    IRA

2. Initial Investment ($100,000 Minimum)


3. Account Information

Mr.    Mrs.    Ms.    Dr.

First Name: Last:
Home Street Address City State Zip Code
Home Phone   Business Phone
   
Email Address

We will contact you to complete your account opening process.

 

Please call us toll free at 1-888-643-3133 or e-mail us at info@ifa.com if you have any questions about your new account.

If you already have a Charles Schwab, Fidelity Investments or another account (custodian accounts), it is a simple process for us to become your Investment Manager.  We also have forms to transfer your account from your current broker to one of these custodians.

Your custodian account will be included in our "Master Account" at the institutional groups of those firms so that we can make transactions for you, but you will also have access through the custodian websites and the numerous branch offices of those firms nationwide or by phone.

Statements (monthly) and confirmations (as they occur) will come to you from the custodian and Index Funds Advisors will provide you with a detailed analysis of your portfolio every quarter.

Before opening an account, we will provide you a client agreement and a copy of our ADV Part II, which will detail all relevant aspects of our business, including our asset based "fee-only" pricing schedule. See our fee schedule here .

Please call us at 888-643-3133 if we can answer any more questions.

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Index Funds Advisors, Inc. All rights reserved.
 Backtested Performance Info
 

This site is for the use of clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. It is not to be used by any other investment advisor or investment professional as an information/marketing materials source, asset allocator, risk capacity or risk tolerance assessment, or for any other purpose. If your financial advisor is using this site without a license from Index Funds Advisors, Inc., they are violating our copyright and their ethics are highly in question. The right to download, store and/or output any material on this internet site, or the Index Funds: The 12-Step Program for Active Investors eBook, is granted for viewing use only and this grant only applies to clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. Reproduction or editing by any means, mechanical or electronic, in whole or in part, without the express written permission of Index Funds Advisors, Inc. is strictly prohibited and subject to prosecution under U.S. and International copyright and trademark laws.

DISCLAIMER: THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED INTERNET SITE. At certain places on this Index Funds Advisors Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Index Funds Advisors. Index Funds Advisors does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Index Funds Advisors.Your use of this site is acknowledgment that you have read and understood the full disclaimer. Past performance does not guarantee future results.

WARNING: Past performance does not guarantee future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Investing in any mutual fund, index or actively managed, does not guarantee that an investor will make money, avoid losing capital, or indicate that the investment is risk-free. Actively managed funds sometimes outperform index funds. You just don't know in advance which actively managed fund will outperform the appropriate index. Just because a mutual fund is an index mutual fund, it does not guarantee a performance superior to an actively managed mutual fund. There are no absolute guarantees in investing. When reviewing any backtested performance information on this internet site, please read the Disclosure for Backtested Performance Information (click here to read the Disclosure for Backtested Performance Information.) For a copy of the Index Funds Advisors, Inc. Privacy Policy, click here.

Index Funds Advisors, Inc.    No Active Funds
Index Funds Advisors, Inc. — 19200 Von Karman Ave., Suite 150  —  Irvine, CA 92612  
Call Toll Free: 888-643-3133 — Local Phone: 949-502-0050  —  Fax: 949-502-0048 — Email: info @ ifa . com
For several other offices and representative locations, see About Us.