Swan supports Personal accounts, IRA accounts, Swan Vault collaborative custody accounts, and various other Entity accounts. Please read the below information for the requirements for opening each.
If you’d like to learn more about how you can hold Bitcoin in your retirement portfolio, book a call with one of our Swan IRA specialists today.
If you have any questions please email onboarding@swanbitcoin.com.
Personal Accounts (US and International)
Swan Personal Accounts are currently available to all residents of the United States, some US Territories (PR, GU, VI), New Zealand, Panama, BVI, Cayman Islands, and the United Kingdom.
Requirements (subject to change based on your account type and location):
- You are eighteen (18) years of age or older.
- A valid US Social Security Number (SSN).
- A valid US phone number connected to a smartphone.
Swan IRA Accounts
Swan IRA is available to all United States residents (including New York) who are 18 years or older. For more information about Swan IRA, click here.
Swan Business (Entity Accounts)
Swan Business accounts are available to US entities registered in all 50 states. Business accounts are not available in US territories (GU, PR, and VI) at this time.
If you'd like an entity account please connect with our Private team here and they will guide you through the workflow for uploading all information and supporting documents. The below table is a summary of requirements for entity accounts:
| Entity Type | Required Documents | Beneficial Owner (>25% Ownership) Information |
| Business / Corporation / LLC |
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| Registered Investment Advisor (RIA) | Sole Proprietorships and/or firms not registered with the SEC require Proof of EIN and Proof of Address | None |
| IRA/Solo 401K (Custodial, via LLC or via Trust) |
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| Trust |
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