More investment options, flexibility and control
Investor Services enables an unlimited array of Traditional and Alternative investment options not found in conventional retirement accounts. With many investment options to choose from, you can give your clients the flexibility to build a tailored investment strategy that meet their short and long investment goals.
When it comes to investing with your Retirement Account, you have plenty of options
When you look beyond traditional investments, there are a vast number of opportunities for self-directed Retirement Accounts for informed independent investors.
LLCs & LPs, C-corps
An uninterrupted flow of synchronized digital custody
Investor Services delivers a flexible infrastructure for the custody and administration of traditional and alternative assets by combining expert services with ultra-secure best-of-class technology.
Customers on your site open an individual retirement account to fund their investment.
Your customers fund their investment account using checking, savings, 401(k) and IRAs.
Your customers fund their investment using the same standard seamless flow they've come to expect.
Upgrade Your Client's Experience
iTrust offers the most secure real-time fully automated cloud platform in the industry for 401(k) and IRA investing, giving your family the ability to further their reach.