Recordkeeping services features

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System Security

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

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Web Site Links

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

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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.

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Online Record Keeping Reports

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

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Account Owner and Beneficiary Information

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

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Account Maintenance

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

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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.

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Miscellaneous Reports

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

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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.
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