IRA Financial Launches Updated Mobile App Version 3.0 for Self-Directed Retirement Investors

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Leading Self-Directed IRA & 401(k) provider launches new version of highly successful mobile app.

IRA Financial

IRA Financial

We are very excited about the launch of the updated version of our industry’s first mobile app. IRA Financial is the first Self-Directed IRA provider that allows its clients to open, fund, and self-direct an investment 100% electronically.

IRA Financial Group & IRA Financial Trust Company, a leading financial technology Self-Directed IRA and 401(k) plan provider & custodian, launches an updated mobile app version 3.0 for Self-Directed IRA & 401(k) plan investors. The new app has a completely re-designed graphic interface. Users will enjoy a welcoming new color scheme and brand new page layout throughout every module in this new version. Simpler to navigate menu options, customized to the user’s status, will allow our thousands of Self-Directed IRA clients a simple and easy way to navigate their Self-Directed IRA account.

“We are very excited about the launch of the updated version of our industry’s first mobile app. IRA Financial is the first Self-Directed IRA provider that allows its clients to open, fund, and self-direct an investment 100% electronically,” stated Adam Bergman, Founder & CEO of IRA Financial.

Under Version 3.0 of the IRA Financial mobile app, clients will see their account value directly on the home page and intuitive plug-ins offer the user the appropriate options. From asset allocation, to monthly transactions, to investment summaries, and access to account statements, all these details are included in the new report module. In addition, the new mobile app will provide clients with access to obtain historical and current quarterly account statements, including year-end valuation forms.

Furthermore, in this new version of the mobile app, clients have access to nine new account maintenance forms to help them execute certain frequent account actions, with quick and efficient digital signatures through our partner, DocuSign. Moreover, in this version, we have introduced behind-the-scenes initiatives to further augment our security suite, keeping our client’s data guarded and secure.

IRA Financial Group & IRA Financial Trust Company’s Self-Directed IRA and Solo 401(k) plan platform allows investors to invest in IRS approved alternative asset investments digitally and with no account valuation or minimum balance fees. The primary advantage of using a self-directed retirement account to make private IRS approved alternative asset investments, such as real estate, is that one can diversify their retirement assets and invest in what one knows and trusts.

IRA Financial Group & IRA Financial Trust are the market's fastest growing providers of self-directed retirement plans. IRA Financial has helped over 16,000 clients take back control over their retirement funds and invest over $4.2 billion of retirement funds into alternative asset investments.

To learn more about the IRA Financial Group, please visit our website at irafinancialgroup.com or call 800-472-0646.

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Adam Bergman
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