User Platform


—Putting You In The Front Seat—
The User Platform Dashboard allows you to view your Cash Available, Pending Cash, Total Cash, Account Number, and more. You can also easily toggle between your various account using the drop down in the top navigation.

Control Center

—Putting You In Control—
The User Platform gives you control over your various IRA Accounts, Cash Account, and Trust Accounts.

Bill Pay

—Vendors —
The User Platform Bill Pay Tab has made paying your bills easier than ever before.


—Define Direction—
Create to investments right at home through The User Platforms Invest Tab. Once completed you'll be able to track the status of your investment and all other information right here too.


—Investments Go Live—
All new investments are displayed in The User Platform Assets Tab once approved by our Operations Team. Keep track of them, and adjust their value as they grow.


—Linked Accounts—
We've made it possible for you to link your external Bank Accounts and Credit Cards, and make payments to your account when need be.


—Document Manager—
The User Platform Documents Tab displays every document you upload, gives you the ability to upload new docs, and download them to your desktop.


—Unique To You—
Customize your users experience by changing the Logo and Color Scheme of the entire User Platform.