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SimplerIRA

IRAdirect Video Tutorials

IRAdirect Training Resources & Videos

Self-guided Training Outline
 
Level 1 - This self-guided outline is designed for staff to become familiar with IRAdirect, competent in processing common IRA transactions within IRAdirect, confident in providing account owners with accurate, basic to intermediate answers to their IRA questions, and to earn the Certified IRA Specialist I (CIS I) designation through optional training and passing the CIS I exam.

Fully-Administered

Designed for clients on the Fully-Administered IRA Program.
 
NOTE: These videos are intended for Operational instructions only. They may not reflect current year deadlines or contribution limits.

Tax Reporting Tutorials and Training Aids

Tutorial Title Video (length) Training Aid (size)
Confirming the Financial Organization's Reporting Method
(3:36)

(1,970kb)
Submitting Withdrawal Information Online
(21:30)

(4,198kb)
Submitting Withdrawal Information by Transmission
(14:36)

(3,776kb)
Submitting FMV Information Online
(5:40)

(1,259kb)
Submitting FMV Information by Transmission
(10:00)

(2,517kb)
Confirming and Correcting Tax Forms
(9:51)

(3,167kb)
Downloading State Copies or State Tax Files
(5:32)

(1,057kb)
Selecting and Downloading eTax Forms
(8:56)

(2,039kb)
Tax Reporting Frequently Asked Questions N/A
(232kb)

 

IRAdirect Webinar Series

Webinar Title Video (length) Training Aid (size)
IRAdirect Toolbox - What You Need to Know!
  • This 1-hour webinar will cover certain tricks and tips that you may not know about within IRAdirect. It is designed for our Fully-Administered and Self-Administered clients as well as those interested in learning more of the features of these programs.

(59:15) 
N/A
IRA and HSA Administration Update: 2023 October IRAdirect Webinar
(58:00) 

(2,472kb) 
IRA Administration Update: 2023 April IRAdirect Webinar
(57:39)

(4,754kb)
IRA Administration Update: 2022 Q4 IRAdirect Webinar
(59:25)

(772kb)

 

Navigation Tutorials and Training Aids

Tutorial Title Video (length) Training Aid (size)
IRAdirect Navigation
  • Provides a general overview of the features within IRAdirect
  • Review remaining tutorials below for further details about each IRAdirect feature.

(27:55)

(4,652kb)
Account Owner and Account Information
(5:39)

(1,483kb)
Financial Organization Information
(5:51)

(457kb)
Calculators
(7:55)

(1,335kb)
Investment Maintenance
(4:37)

(445kb)
Creating an Application
(17:12)

(2,555kb)
Creating a Contribution Form
(13:50)
(2,467kb)
Creating a Withdrawal Form
(12:29)
(3,559kb)
Amending a Beneficiary Designation
(20:24)
(3,591kb)
Account Owner Tree
(5:17)
(1,183kb)
Using the IRAdirect Calendar
(3:15)
(805kb)
Creating a Scheduled Payment Report
(7:08)
(1,019kb)
Approve Forms From General Users
(10:44)
(1,243kb)

Self-Administered

Designed for clients on the Self-Administered IRA Program.

Navigation Tutorials and Training Aids

Tutorial Title Video (length) Training Aid (size)
Homepage Navigation
(6:40)
(1,571kb)
Creating an Application
(12:38)
(1,983kb)
Creating a Contribution Form
(16:14)
(1,711kb)
Creating a Withdrawal Form
(11:20)
(3,386kb)
Calculators
(7:55)
(1,335kb)
Investment Maintenance
(4:37)
(445kb)
Using the IRAdirect Calendar
(2:43)
(337kb)
 

IRAdirect® User Guide

Visit IRAdirect (User Guide & Manuals page) to access the IRAdirect® User Guide and other supporting documentation.