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Self-Directed for iPhone

Publisher: SoleraNationalBank
iOS Free
Download v1.3 0 downloads
Version1.3
Publisher SoleraNationalBank
Release dateMar 25, 2020
Date addedMar 25, 2020
Os requirementsiOS
RequirementsRequires iOS 9.2 or later. Compatible with iPhone, iPad, and iPod touch.
Total downloads0
PriceFree

Description

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

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

Account funding (transfer, rollover, new contribution)

Designated beneficiaries

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