Pershing's Mutual Fund Only IRA is ideal for your clients who invest primarily in mutual funds. It is available for Traditional and Roth IRAs for which Pershing serves as custodian and is competitively priced with reduced annual maintenance fees. A Mutual Fund Only IRA may provide an attractively priced rollover option for your clients with 401(k)s at former employers or IRAs at mutual fund companies or other firms.

Download Mutual Fund Only IRAs-798.32 KB
(Adobe Acrobat required)