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Fund Manager FAQs
There are no additional costs for investors when they signup for ETC’s custodian services. The setup is free, and by using the integrated process, the account is automatically linked to SponsorCloud without any extra fees or manual steps.
Investors can easily create a new ETC account through the SponsorCloud Investor Portal. After logging in, they go to 'Profiles', click 'Add New Profile', choose "Retirement Plan" from the dropdown, and select "Create New ETC Account". This redirects them to the ETC website to complete setup. Once done, their ETC account is automatically linked to SponsorCloud, and all relevant information is synced instantly.
Once an investor completes the SponsorCloud and ETC linking process, they can review the Investment Summary and submit the Direction of Investment (DOI) to the IRA custodian with a single click, making the process fast and efficient.
Yes, investors can use a variety of retirement accounts, including traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, Solo 401(k)s, and previous employer 401(k) or 403(b)/457 accounts, depending on their eligibility and investment preferences.
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