Embedded IRA Services
Fortress IRA
$11.8 trillion is held in IRA accounts.
$1+ trillion of new money annually.
Ready to access this money?
Let's Go
Who should embed IRAs?
All the infrastructure you need to power your e-payments company.
Fintechs
Neo-Banks
Securities Platforms
Real Estate Platforms
Gig-Economy Businesses
Marketplaces
Permissible investments include…
Real Estate
Private Business Interests
Debt Instruments
Royalties
Tokenized Assets*
Crypto
Gold & Precious Metals
* Tokens that represent securities, gold, royalties on music & art, patents, real estate, loans/debt, etc. NFT “Collectibles” are not permitted in IRA’s.
Fortress API's
How does it work?
Embed Fortress Trust via API’s and UI elements
Customers open IRAs on your platform by embedding the Fortress Trust account signup process
Customers rollover or send funds to their IRA
Customers make self directed investment decisions
About
Why Fortress?
Embed Fortress Trust into your platform and fintech app
Full suite of RESTful API’s
Configurable UI "Elements" for workflows like onboarding
Easy, low friction UX
Ability to set markups on prices
Ability to take transaction fees
Wide array of investment options
Flexibility to add new products & offerings
IRA funding options include:
- Rollovers
- Wires
- Checks
- Wires
- Checks
- ACH/linked bank accounts*
- Debit cards*
- In-kind transfers
- Debit cards*
- In-kind transfers
* Option to set automated monthly deposits
CONTACT
We'd love to talk about how
we can work together.
we can work together.
