IRA Financial

IRA Financial Trust Company

About this app

IRA Financial, leading provider of self-directed retirement products announces the launch of its new app for desktop, iOS and Android mobile phones. This addition to IRA Financial’s technology suite illustrates the company’s initiative to provide clients with the best user experience for both initial establishment and on-going maintenance of self-directed retirement accounts.

The first of its kind in the self-directed retirement industry, this app will transform how new self-directed retirement accounts are established, will reduce set-up and execution times, and provide clients with the most secure online application experience available.

Innovative app features include:

Intelligent/Intuitive Interface: Even though IRA’s typically require a fair amount of information to establish, IRA Financial’s app has been designed to provide clients with the easiest possible experience, adapting the process based on the client’s individual situation. Intuitive algorithms built into the app will tailor the overall experience to each client – providing only what is necessary.

Secure Platform: Personal information provided via IRA Financial’s app is transmitted on secure servers and encrypted for our client’s protection. At no time does our client’s personal information travel by email or any other insecure means.

Efficient and Timely Account Opening: IRA Financial is continually adapting to current regulations, and in so doing (responding to recent changes), we can now provide our clients with the industry’s first fully-digital signature IRA set-up. This greatly reduces the time necessary to establish each account, giving our clients quicker access to begin self-directing their retirement funds.

Account Maintenance Options: A supplemental forms section has been built into the app so that clients may electronically sign forms to execute common account transactions, all without ever having to deal with physically signing or handling a paper form. We will be expanding this section with further releases of the app.

Ratings and reviews

most of the time the app will not open. I opened an IT ticket and never heard from them. no support from this company I suggest you find a different one

The app was supposed to be for banking purposes but it turned out to be Tdameratrade. I am having a very hard time getting my money back from them

I can get back in my account cuz I'm not finished setting up and then lock me out I know my password so I don't know why I did lock me out that is my password