Ability to track history and transactions for Individual Retirement Accounts, Roth, Roth Conversions, Medical Savings Accounts, Educational IRA's, Keoughs, SEPs, and more!
- Allows multiple retirement accounts for one individual.
- Automatic interfacing with the Certificate of Deposit Module which alleviates having to reenter transactions.
- Complies with Federal Guidelines in providing electronic filing medium at the End of Year and on April 15th.
- Creates customer contribution and distribution statements along with a 5498 statement for April 15th processing.
- Account balance verification makes it easy to track incorrect postings and various distribution/ contribution types.