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Account Management
Managing Your Choice Account
How To Create Another Account With Choice
How To Create Another Account With Choice
Open a Traditional and Roth IRA
Updated over a week ago

Choice allows users to open multiple retire accounts after their initial account is open. This allows customers to have a Traditional IRA, Roth IRA, and other supported account types.

Add an Account on Web App

  1. Login to the Choice app

  2. Click on the account profile picture in the top right corner and pick Add An Account

3. Complete the account information and pick the new account type

4. Submit the account verification form

Add an Account on iOS App

  • Coming soon..

Please use the Choice web app to add a retirement account to your Choice account.

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