Boost productivity with integration
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.
Product Features
- 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 core processing systems, reducing the frequency in which users are required to log into multiple systems. - 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® is a registered trademark of Ascensus, LLC.
