Recordkeeping services features
secure cloud data privacy safe protecting icon

System Security

Confidently use our SAS 70-certified online system, built on the same security technology incorporated into our other trusted solutions.

laptop workstation checks checklist tick icon

Web Site Links

Electronically access compliance and educational information, reducing paper waste and waiting time.

person laptop check boxes operations finance managing contracts case management icon

Message Center

Securely exchange confidential information between your financial organization and our knowledgeable staff. Easily submit and upload account owner and transaction information for processing.

screen graphs diagram business driven performance reporting icon

Online Record Keeping Reports

Quickly select from many report options and receive reports securely, eliminating the risk of your account owner data being compromised.

intuitive interface touch screen icon

Account Owner and Beneficiary Information

Instantly access account owner information, including account summaries, demographics, required minimum distribution (RMD) information, and much more.

person desk laptop check essential case management icon

Account Maintenance

Easily input account owner and beneficiary information, contribution and earnings information, and make other changes to existing accounts online.

person graph icon

Annual Reports

View annual reports online, such as the IRS Forms 1099 and 5498 series, and save copies of each report to your own system for permanent retention, eliminating the need to find storage space for paper reports.

laptop workstation information course study resources exclamation mark point icon

Miscellaneous Reports

Review your accounts with up-to-date and on-demand reports covering demographics, balances, distributions, federal withholding, and much more.

Request more information

Support

We're here for you.

Call us at 800-397-7026 Ext. 1123682

Manage and support your Individual Retirement Account (IRA) and Health Savings Account (HSA) business with services and solutions from Wolters Kluwer.