Professional private investments advisor with happy clients
 

Less Hoops. More Control.

Self-directed IRA as a Trust

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.

3 Common Mistakes

3 Common Mistakes

Request Partner Access »

Request Partner Access »

Professional private investments advisor with happy clients
 

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.

3 Common Mistakes

Request Partner Access

Deal Firms     Broker/Dealers     Wealth Management    Attorneys    CPAs

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.

  • 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.

  • The WealthFlex platform gives them instant access to their investable cash, with no need for plan administrator involvement or mailing and faxing documents.

Our Next Visit

Denver, CO

Let’s meet between February 9 -February 10. We’ll show you how our impressive IRA platform is helping clients.

BOOK A MEETING

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

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