Investing with a self-directed IRA

## How to invest using your IRA 1. Navigate to the company's campaign page to set up your investment. 2. Enter the amount you'd like to invest in the box on the right side of the page and click the "Invest" button to open the investment editor. 3. Under the "Investor Info" section, either (1) click "Edit" and click the "IRA" button or (2) click "Invest with an IRA or another entity", which drops you directly to the "IRA" tab. 4. Fill in the required fields, which are: - **Legal Name:** use the name of your unique IRA entity - Typically this is something like: *[IRA Provider Name] **FBO** [Your Name] **#**[Your Account Number]* - Example: *STRATA Trust Company FBO Jane Smith #123456789* - **Address:** use your residential address - **EIN:** input your SSN for this field - **My Title:** *Account Owner* 5. Follow the remaining prompts to fund your investment, agree to the legal terms, and click the button at the bottom of the page to continue. 6. On the last page, input your IRA provider's contact email. We will use this email address to send supporting documentation so that your investment can be approved and funds can be transferred.* --- **Certain IRA providers may request additional documents. It's important that you confirm with your IRA provider if they require additional information in order to transfer funds. If you aren't sure, or if your IRA provider has questions for the Wefunder team, please connect your IRA contact with our team at support@wefunder.com and we'll be happy to help!*