As you know, our goal is to continue to be the benchmark that all others strive towards in the alternative asset industry. That said, we are proud to announce several improvements on the technology horizon aimed at making your account experience more convenient and easier to navigate through improvements to the online account portal. One of the exciting new additions will be an online account application that will allow you to digitally sign application documents, removing the need to print!
After the completion of that exciting launch, we will be focusing on automating asset purchases and IRA distributions, which will greatly reduce processing times! We will also work diligently to provide improved balance and transaction information, along with the ability to view individual tax documents, which you will be able to access from your account portal!
We will keep you posted as we roll out these additions and other improvements, but if you have ideas or suggestions on how we can help to improve your self-directed journey, please let us know!
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