Opened a self-directed IRA, downloaded the forms, and worked through a rollover. The portal showed account details once funds landed. Fee schedules were published and a rep walked me through storage details for metals, which calmed my nerves. It wasn’t one click, there’s old-school paperwork, but the instructions were clear enough. After the first investment direction, logging in to view statements felt routine. Good for folks who don’t mind a more administrative process.