How It Works

A calm, private sequence, from first call to ongoing service.

One point of contact. No trading floor, no scripts, no pressure. Dormy coordinates every step, from custodian paperwork to delivery into approved storage, on your timeline.

Speak With a Specialist Get the Gold IRA Guide

Direct answer

Working with Dormy follows seven steps: an introductory conversation, written materials, structuring the engagement, custodian and depository selection, a written time-stamped quote, purchase and insured delivery or storage, then ongoing service. Nothing is bought or locked until you authorize a written quote.

Overview

Seven steps. One point of contact.

Every client engagement follows the same disciplined sequence, whether the objective is a Gold IRA rollover, a direct purchase, or private storage.

Introductory conversation

A private call to understand your goals, timeline, and any advisors involved.

Written materials

Review the relevant guide, account options, fees, premiums, and spreads.

Structure the engagement

Choose the account, purchase, storage, or delivery path that fits.

Custodian and depository selection

For IRA work, select the independent firms that administer and store the assets.

Time-stamped quote

Review product, quantity, spot, premium, spread, fees, and expiration in writing.

Purchase, funding and delivery

Authorize when ready, then fund and ship securely to storage or to you.

Ongoing client service

Coordinate future purchases, sales, transfers, distributions, and delivery.

The Dormy process, in detail

Seven steps, quietly coordinated.

Most clients complete the full sequence in two to three weeks. IRA funding timelines depend on how quickly the outgoing plan releases funds.

01
Introductory conversation
A private call to understand your goals, timeline, existing accounts, and any advisors already involved. No sales script.
02
Written materials
You receive the Dormy Gold IRA guide, relevant custodian and depository options, and a written summary of fees, premiums, and spreads specific to your situation.
03
Structure the engagement
Together we decide the path: Gold IRA / rollover, direct purchase, allocated storage, or a combination. Nothing is bought until you have every disclosure in writing.
04
Custodian & depository selection
For IRA work, we coordinate with an established self-directed IRA custodian and IRA-approved depository. You sign the custodian application; funds are transferred or rolled over.
05
Time-stamped quote
When you're ready to lock, we present a written, time-stamped quote covering product, quantity, spot reference, premium, spread, taxes/fees, and an explicit expiration window.
06
Purchase, funding & delivery
Once you authorize, the order is locked. Metals are shipped insured to your approved depository or directly to you, with tracking and signature confirmation throughout.
07
Ongoing client service
Statements come from your custodian and depository. Dormy remains your single point of contact for additional purchases, partial sales, in-kind or cash distributions, and delivery.

What you can expect from Dormy

Standards, in writing.

No scripted upsell

Bullion first, coins only when appropriate

You will not be pressured toward high-premium numismatic or 'proof' coins. Premiums, spreads, and eligibility are disclosed on every order.

Time-stamped pricing

Written quotes with explicit expiration

Every quote shows product, quantity, spot reference, premium, spread, applicable fees, and the exact window during which the quote is valid.

Documentation standards

Custodian and depository paper trail

Your custodian and depository send you statements directly. Dormy retains a full invoice, shipment, and confirmation record for every transaction.

Discretion

Private by default

Client relationships are handled quietly. Dormy does not publish client names, transaction detail, or portfolio positions in marketing.

Before you begin

What Dormy does and does not do.

Dormy, Inc. is a private precious metals dealer. Dormy does not provide legal, tax, or personalized investment advice. Eligibility, tax treatment, and distribution rules for retirement accounts depend on your individual situation and current IRS regulations, please confirm with a qualified tax professional and your custodian before acting.

Precious-metals prices fluctuate. Past performance does not guarantee future results. Physical metals carry premiums, spreads, and, for IRA holdings, custodial and storage fees, all disclosed to you in writing before purchase.

Common questions

Straight answers.

Most direct purchases can settle within a few business days. IRA rollovers typically take two to three weeks end-to-end, depending on how quickly the outgoing plan releases funds.

No. You'll receive a written, time-stamped quote before any purchase. Nothing is locked or funded until you authorize it.

Yes. Many clients loop in their tax professional or estate attorney. Dormy will coordinate with your advisors on any documentation they need.

Both are common starting points. Existing IRA balances can be transferred to a self-directed IRA that holds physical metals, and existing metals can often be moved into allocated storage. Speak with a specialist to review the options.

Dormy works with a limited number of clients and focuses on substantive relationships. Fit is discussed on the introductory call.