Current Clients: 1-800-642-7167
New Customers: 1-855-802-5414
Please read and acknowledge the following before proceeding
Sunwest Trust, Inc. does not and will not offer legal, tax or investment advice of any kind. It is our policy to always recommend that a client seek professional advice regarding any questions they may have. Sunwest Trust, Inc. does not offer any investment products so we have no vested interests in any investment decision made by an IRA client.
At Sunwest Trust, Inc., we expect our clients to understand that their IRA is fully self-directed and that they are responsible for all investment decisions and the consequences of those decisions. Sunwest Trust, Inc. is merely the custodian; responsible only for required IRS reporting. If there is any question regarding an investment, a client must seek advice from a tax, investment or legal professional.
Sunwest Trust, Inc. will accept a direction of investment for any asset or assets not specifically prohibited by the Internal Revenue Service. It is the responsibility of the IRA client, not Sunwest Trust, Inc. to know if a contemplated transaction is or is not prohibited by the Internal Revenue Service.
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I understand and accept the above terms