The IRA Service Center™ is an online tool that provides education on IRA and Coverdell education savings account options, planning tools to help in the decision-making process, automated form generation for increased compliance, and easy account establishment and maintenance.
Designed to integrate into an existing system, the IRA Service Center provides convenient web-based access and leads your staff and consumers through user-friendly questionaires with field-specific help, automatically selects the proper forms based on the chosen transaction, and prints professional quality, signature-ready documents.
  • Custom branded to seamlessly integrate with an existing website for one-brand appearance
  • Consumer-oriented content to facilitate more informed IRA/ESA decisions
  • Automated, single-entry form generation that uses up-to-date, compliant documents
  • Shown to increase assets and client retention 
  • More efficient IRA/ESA account establishment and servicing
  • Mitigates risk and reduces errors

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