Efficiency starts with IRAdirect express™
IRAdirect express connects your core processing system with IRAdirect®, improving accuracy while making the process easier and more efficient.
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.
Simplify Integration
IRAdirect express offers seamless integration with core processing systems, reducing the frequency in which users are required to log into multiple systems.
Reduce Risk
Data shared between your core system and IRAdirect reduces the risk of manual errors while streamlining back-office audit processes.
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.