IRA/HSA Solutions - Initiate Transaction

Once you’ve determined the specific IRA or HSA needs of each customer, you begin to gather basic information to initiate the transaction. The variety of solutions we offer can help you quickly and efficiently initiate accounts—in whatever medium(s) your institution requires: software, electronic documents, and/or paper documents.

IRA/HSA Management Center

If you’re still documenting your IRAs or HSAs manually—or aren’t completely satisfied with the efficiency and ease of your automated solution—the IRA/HSA Management Center; solution offers a better way. It’s an online tool that helps make documenting easier and less prone to mistakes.

IRA/HSA Internet Document Library

The IRA/HSA Internet Document Library is an electronic library of standard IRA and HSA documents. You can conveniently access documents whenever you need them from practically any computer with Internet access.

HSA Director™

HSA Director™ is a brandable, online administration platform delivered as a hosted solution. It offers modules for individuals, employers, your program administrator, and customer service representatives that streamlines the HSA administration process.

ComplianceOne™

A comprehensive software solution that integrates documentation, compliance, and data within a common database structure that provides enterprise-wide access to customer information at each step of the process.

IRA E-Forms Module

Documents from Wolters Kluwer Financial Services can help simplify IRAs for you and your account owners throughout an IRA account cycle. We provide the solutions you need to establish traditional IRAs, Roth IRAs, and Coverdell Education Savings Accounts, and process ongoing account transactions.

ARTA® Deposit Documentation System

ARTA® Deposit is designed to help you manage routine and high-volume deposit and IRA accounts efficiently, while also helping reduce your risk and improving your compliance effectiveness.