IRAdirect express™ makes IRAs easy for all staff

IRAdirect express gives your frontline staff the ability to apply transactions to your core processing system and IRAdirect^® in one easy step - certain Data Processor restrictions apply.

Credit Union Benefits

IRAdirect express saves your credit union time and money with more efficient and higher quality service. 

IRAdirect express offers a simplified, flexible approach that provides credit union staff with several new capabilities.  You will be able to:

• easily handle routine IRA transactions online with minimal IRA training
• create, view, and print IRA, Coverdell ESA forms and Health Savings Account forms
• respond to quality-control edits that minimize common user errors