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.
- 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
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
IRA
Traditional & Roth
SEP
Small Employer Pension Plans
Trusts
Business/Individual Trusts
401k
Individual or Spousal
Help your clients leverage retirement accounts to invest in:
Private Placements
Real Estate
Gas & Oil
Companies/Start-ups
Energy
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.