How to Open an Account?
Opening an account with USGB is relatively straightforward and can be broken down into several steps:
1. Contact a USGB Account Executive
Clients initiate the process by speaking with an advisor, who explains product offerings and helps craft an investment plan.
2. Choose Your Investment Type
Decide between physical delivery, secure storage, or opening a Gold IRA. The advisor will guide you through available options.
3. Complete Paperwork
For IRA accounts, paperwork must be completed with a partnered custodian. This includes application forms, transfer requests, and beneficiary details.
4. Fund Your Account
You can fund your IRA through a rollover, transfer, or direct contribution. For direct purchases, bank transfers and checks are the preferred payment methods.
5. Purchase Metals
Once the account is funded, you’ll be guided through selecting metals, whether bullion bars or coins. Metals for IRAs are shipped directly to the custodian’s storage facility.
6. Track and Manage
While USGB doesn’t have an online portal for live tracking, clients can call their representative for updates and assistance.
Customer Support and Resources
USGB has built its brand around customer service and education. Here’s what you can expect:
1. Dedicated Account Representatives
Each client is assigned a personal advisor, offering one-on-one guidance from consultation through post-purchase support.
2. Investor Education Center
• Free investment guides
• Market commentary and forecasts
• IRA information packets
• Live webinars and Q&A sessions
3. Contact Information:
• Phone: 800-775-3504
• Email: info@usgoldbureau.com
• Mailing Address:
United States Gold Bureau
515 Congress Avenue, Suite 1200
Austin, TX 78701
• Website: www.usgoldbureau.com
Support is available Monday through Friday, with response times varying depending on inquiry type.