- You will need to enroll in online banking with Solera for the LLC checking account if you have not done so already
- You can order checks for the LLC checking account through Solera
- You will need to maintain the IRA through the payment of an annual account maintenance fee, starting in year two, billed by Sense Financial
- You will need to submit an annual valuation to Solera at the end of each year. Solera will email you a reminder for this at that time.