Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Whether you require intricate wealth management or assistance with retirement planning, our services are designed to support your financial journey. We offer a range of benefits, including zero account fees, commission-free trades, and no minimum requirements for account openings, allowing your investments to stretch further. You’ll have access to user-friendly tools and the latest insights from our expert team. Understanding your current financial position is essential. Utilize our assessment tool to gauge your retirement readiness and identify areas for improvement. Our affordable robo-advisory services provide professional investment management, catering to both digital-only investments and hybrid options that include advisor access when necessary. You'll have a dedicated advisor working alongside you, providing tailored recommendations aimed at enhancing and safeguarding your wealth. Additionally, subscribe to our weekly newsletter to receive expert commentary on financial markets, investment strategies, and personal finance tips that can empower your financial decisions. Overall, we are committed to helping you navigate the complexities of your financial future with confidence.

Description

With a self-directed approach, you have the flexibility to invest in virtually anything, and the earnings from those investments remain untaxed. At IRA Financial, our dedicated tax and ERISA experts will assist you in setting up a self-directed retirement account, ensuring ongoing compliance. We strive to make the process of investing your retirement funds in alternative assets more straightforward. By opening an account through our app, you can start investing with a straightforward, flat fee. The app also features a supplemental forms section, allowing clients to electronically sign documents for common account transactions, eliminating the need for physical signatures or paperwork. This section is set to expand with future updates of the app. IRA Financial is committed to enhancing your investment experience while helping you grow your retirement savings effortlessly. So take the first step today and embrace a new way of managing your retirement investments.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Akoya Yes 
Bitcoin No 
CFO Silvia Yes 
Coin Metrics Yes 
Financial Tech Wiz Trading Journal Yes 
Fintech Sandbox Yes 
FirstClose Yes 
Kinfo Yes 
Medved Trader Yes 
Obol Yes 
PortfolioPilot Yes 
ProTracker Advantage Yes 
ProTracker RMD Yes 
Provisian Yes 
RightCapital Yes 
Riskalyze Yes 
Surmount AI Yes 
The Dividend Tracker Yes 
TradeZella Yes 
TradingDiary Pro Yes 

Integrations

Akoya No 
Bitcoin Yes 
CFO Silvia No 
Coin Metrics No 
Financial Tech Wiz Trading Journal No 
Fintech Sandbox No 
FirstClose No 
Kinfo No 
Medved Trader No 
Obol No 
PortfolioPilot No 
ProTracker Advantage No 
ProTracker RMD No 
Provisian No 
RightCapital No 
Riskalyze No 
Surmount AI No 
The Dividend Tracker No 
TradeZella No 
TradingDiary Pro No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Fidelity Investments

Founded

1946

Country

United States

Website

www.fidelity.com

Vendor Details

Company Name

IRA Financial Trust

Founded

2010

Country

United States

Website

www.irafinancialtrust.com/investments/

Product Features

Alternatives

Alternatives

ProTracker RMD Reviews

ProTracker RMD

ProTracker Software, Inc.