IRA Financial 11.3

IRA Financial, a prominent provider of self-directed retirement products, has introduced its new iOS mobile app. This addition to IRA Financial’s technological offerings demonstrates the company's commitment to enhancing clients' user experience when establishing and managing self-directed retirement accounts.

The app, a pioneering innovation in the self-directed retirement industry, is set to revolutionize the process of creating new self-directed retirement accounts by streamlining setup and execution procedures and providing clients with a highly secure online application experience.

The app's innovative features include:

• Intelligent/Intuitive Interface: The app is designed to simplify the establishment process for clients, adapting dynamically based on individual circumstances. Smart algorithms customize the overall experience for each client by requesting only essential information.
• Secure Platform: Personal data submitted through IRA Financial’s app is transmitted via secure servers and encrypted to ensure client confidentiality. Client information never traverses insecure channels such as email.
• DocuSign Digital Signature: The app integrates with DocuSign, a leading provider of digital signature solutions, ensuring secure and private signing services for IRA Financial’s clients. All signature-required forms are digitally provided by DocuSign, signed by users, and securely relayed to the new accounts department.
• Efficient and Timely Account Opening: By staying abreast of evolving regulations and implementing digital signature capabilities, IRA Financial now offers fully digital account setup. This advancement significantly reduces account establishment timelines, enabling clients to swiftly initiate self-directed management of their retirement funds.
• Account Maintenance Options: The app incorporates a section for supplementary forms, enabling clients to electronically sign documents for common account transactions without the need for physical paperwork. Further enhancements to this section are forthcoming with subsequent app updates.