Self-Directed app for iPhone and iPad
Developer: Solera National Bank
First release : 22 Sep 2019
App size: 124.77 Mb
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