No more dual entry
IRAdirect express is an innovative solution that reduces compliance risk by integrating your core processing system with IRAdirect. IRAdirect express supports IRA and HSA account openings, contributions, and distributions*, and generates signature-ready forms.
Major Product Benefits
- Save Time
Demographic and transaction data shared between your core system and IRAdirect reduces the amount of time spent on dual entry. - Reduce Risk
Data shared between your core system and IRAdirect reduces the risk of manual errors while streamlining back-office audit processes. - Simplify Integration
IRAdirect express offers seamless integration with single sign-on functionality to core processing systems, reducing the frequency in which users are required to log into IRAdirect. - Improve Client Experience
IRAdirect express reduces the need to enter basic demographic information, simplifying the experience for your clients and allowing transactions to be processed more quickly.
*Some transactions, including certain distributions, scheduled payments, and beneficiary claims processing, are only supported within IRAdirect.
IRAdirect express works with:
Symitar® Episys®
Corelation® Keystone
CU*Answers
IRAdirect® is a registered trademark of Ascensus, LLC.
Symitar®, Symitar PowerOn®, and Symitar Episys® are registered trademarks of Jack Henry & Associates, Inc.
Portico® is a registered trademark of Fiserv.
Spectrum® is a registered trademark of Fiserv.
DNA™ is a trademark of Fiserv.
