Self-Directed IRA Resource Center Subscriptions

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CAMELS Self-Directed Resource Center subscription includes unlimited users and many benefits.

CAMELS Self-Directed IRA Resource Center provides a simple, proven solution for community banks/bank holding companies to leverage the benefits of a bank stock invested self- directed IRA program. It’s a complete toolbox that guides your bank from set-up through implementation and beyond, utilizing the existing bank system (when feasible) for building out a complete operational platform and providing comprehensive guidance on:

  • Opening accounts and ongoing contributions
  • Handling of cash dividends
  • IRS reporting
  • Distribution of funds
  • Utilization of existing documentation and accounting providers including Wolters Kluwer, Deposit Pro, Ascensus and StockTrack
  • Providing fair market value (FMV) pricing for stock purchases and annual stock valuations
  • Identification of specialized shareholder accounting system for handling of Self-Directed IRA accounts
  • Creation of marketing programs utilizing CAMELS library of brochures, sales letters, and other resources
  • Account mining of IRA opportunities within your bank and through external transfers




All staff of subscribing banks have full access to all tools and learning opportunities within CAMELS Self-Directed IRA Resource Center including:

  • Our growing online members-only community of bank users where experiences and resources can be exchanged, questions/answers can be posted.
  • Online forums moderated by CAMELS’ principal Edward E. Schmidt in addition to key contributors from the legal, IT, accounting and regulatory areas.
  • CAMELS’ proven, step-by-step system which enables banks to create and maintain a successful and easily integrated self-directed IRA program.
  • Detailed information and guidance in regard to the operational structure needed to accommodate privately held community bank stock in an IRA.
  • CAMELS’ exclusive library of resources which details exactly what you need to build, grow, and monitor your self-directed IRA program, including IT, operational, compliance, marketing and transactional procedures ensuring easy management and customer acceptance.

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