Open an IRA
Want to learn more about your retirement investing options?
Visit the Domini Learning & Planning Center.
INDIVIDUAL IRAs, Traditional or Roth (What's the difference?)
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Open a new IRA account:
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Convert a Domini IRA to a Roth IRA:
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Convert a non-Domini IRA to a Roth IRA:
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Move an IRA from another fund company to Domini, or move assets from a 401(k) plan account or other retirement plan to Domini:
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IRA Rollover Certification Form (use if funding by check)
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Please read: IRA Disclosure Statement and Custodial Agreement
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SEP-IRAs
| Participate in your employer’s SEP-IRA plan (please confirm with your employer that a plan has already been set up): | IRA Application |
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Please read: IRA Disclosure Statement and Custodial Agreement
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SIMPLE IRAs
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Participate in your employer’s SIMPLE IRA plan (please confirm with your employer that a plan has already been set up):
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SIMPLE IRA Application (you must submit a copy of your employer's SIMPLE IRA Adoption Agreement)
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| Move a SIMPLE IRA from another fund company to Domini: | |