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Self-Directed

價格:免費

更新日期:2019-11-19

檔案大小:130.8 MB

目前版本:1.3

版本需求:系統需求:iOS 9.2 或以後版本。相容裝置:iPhone、iPad、iPod touch。

Self-Directed(圖1)-速報App

About this app

Apply today for your self-directed retirement account!

Diversify and control your retirement investments through alternative assets such as real estate by opening a self-directed retirement account. The “Self-Directed” app allows you to apply for a Solo 401k account, a Checkbook IRA account, or a self-directed Custodial IRA account with Solera National Bank.

Available features include:

Secure Identity Verification

Self-Directed(圖2)-速報App

· Biometric match of live selfie against a government issued photo ID

· Access your saved application through a quick liveness test

Quick and Easy to Navigate

· Complete your entire application in minutes

· Navigation bar to view your progress and jump to different sections

App will capture all elements to open your account including:

· Traditional vs Roth

Self-Directed(圖3)-速報App

· Account funding (transfer, rollover, new contribution)

· Designated beneficiaries

支援平台:iPhone, iPad