JULY 1, 2016
Now You Can Request Expedited Check Delivery Online
They're here! Improvements that you've requested are now available on our website.
- Request expedited delivery of your clients’ withdrawal checks (USPS or FedEx)
- Clearly see the amount you’re selling and how much your clients will receive (gross and net amounts)
- Sell shares of multiple funds held in one IRA account in a single transaction (just as you can with other account types)
Our new mobile-friendly design also makes it easier to sell shares online when using any of your devices.
Log in to view or sell shares.
Want to Provide Clients Even Greater Convenience?
One withdrawal feature hasn’t changed ― you’ll still be able to send funds to client bank accounts on a one-time or automatically recurring basis.
Set it up once using the applicable account options form, and the option is available whenever your clients need it:
- Individual account
- Joint account
- UGMA/UTMA account
- Traditional or Roth IRA
- Employer-sponsored IRA
- College savings account