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Thank you for choosing the X-Square Balanced IRA as an instrument for saving and investing for your individual retirement account. Please complete the following form to open an IRA account.

(NOTE:  Due to high volume we’re only accepting contributions by traditional check (mailed or dropped-off) and by mobile check deposit.  More details about the mobile check deposit through the form.

If using traditional check, please mail checks to 208 Ponce de Leon Suite 1111 San Juan, PR 00918 or call us at 787-282-1621 to schedule a drop-off.  Make sure envelope is stamped by April 25th.)


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