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Retirement Services

Your Retirement Plan Custodian

We’ll help you quickly become a full-service provider. AET is an industry leader in self-directed Retirement Services. As a Licensed Custodian and Trust Company, our platform and technology make it simple for you to diversify your prospects. AET Platform lets you offer a variety of retirement accounts for clients through a fully digital interface.
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Remove Pen and Paper from the Process

Enhance your business by providing full accessibility to your customers. Use the Trust Platform to provide your business and customers with a self-service solution. Remove form processing and automate your day-to-day administrative workload.

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  • Add branding to user portals
  • Manage customers in one dashboard
  • Store and share documents with clients
  • Link client bank accounts
  • Reduce operational overhead
A Trusted Partner and Self-Directed IRA Custodian
fitting pieces oof puzzle together, signifies working relationships

With over a decade of excellence in the self-directed retirement space, we’ve crafted a solution for companies that want to offer retirement accounts to customers. We’ll service your clients so you can earn more business.

  • Onboard and issue client accounts
  • Painless account transfers
  • Use the Trust API to extend your application’s features
  • Packaged AML/KYC and compliance
  • Spend more time acquiring clients
Provide Innovative Retirement Plan Options

Cut out the investment limitations of traditional IRAs and 401(k)s. Diversify client portfolios with Self-Directed accounts.

Offer Retirement or Non-Retirement Custodial Accocunts


Traditional & Roth


Small Employer Pension Plans


Business/Individual Trusts


Individual or Spousal

Help your clients leverage retirement accounts to invest in:

Private Placements

Real Estate

Gas & Oil



Precious Metals

Learn More About Our Alternative Investment Classes

Ready to Get Started?

Learn more about how we can help your company utilitze self-directed retirement accounts.
Speak with one of our business development specialists today.

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