Deal Firms Broker/Dealers Wealth Management Attorneys CPAs
This is done via an FDIC insured IRA Asset Trust that the IRA Owner, your client, is the Trustee of. Investments are purchased by this Trust, which is an extension of your client’s IRA.
Less Hoops. More Control.
Self-directed IRA as a Trust
Private investing with WealthFlex is fast, easy and cost-effective. Your clients will love you for showing them the WealthFlex way.
Show Your Clients a Better Way
With direct real-time access to their IRA funds, the ability to sign their own purchase documents, and no custodial delays, your clients will be amazed at how easy it is to make private investments work for them using the WealthFlex platform.
Be in the Loop. Stay Informed.
Take advantage of a better experience for both you and your clients. With partner access to the WealthFlex platform, you can send an electronic invitation to your clients to open IRA or Solo 401(k) accounts. You will always be in the loop as to the progress of the new account process and know when funds are ready to invest.
Your Investors Deserve a Better IRA Experience
Think Outside the IRA
Opening an IRA from Partner Account
WealthFlex removes the pain points of self-directed IRA investing.
Firms raising private capital
There is no more efficient way for your clients to access the cash in their IRA or 401(k) than with WealthFlex to invest in your private placements.
Broker/Dealers and Wealth Management Firms
Be kept informed with issues related to the custody of the alternative investments your clients are buying, selling, or holding. Aggregate client account values with your other custody solution providers for billing client fees.
Attorneys
Be involved in your clients’ process to appoint IRA beneficiaries, draft family trusts as the beneficiary, or an IRA Asset Trust/LLC to hold the IRA’s private investments.
CPAs
Get notified when our platform recognizes your clients have a potential need to file a 990-T tax return for their IRA, or use the platform as part of your advisory service offerings.