IRAdirect express gives your frontline staff the ability to apply transactions to your core processing system and IRAdirect® in one easy step - certain Data Processor restrictions apply.

 

IRAdirect express offers a simplified, flexible approach that provides credit union staff with several new capabilities. 

  • handle routine IRA transactions online with minimal IRA training
  • create, view, and print IRA, Coverdell ESA forms and Health Savings Account forms
  • quality-control edits that minimize common user errors
 
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