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
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Who should embed IRAs?

All the infrastructure you need to power your e-payments company.
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Securities Platforms
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Real Estate Platforms
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Gig-Economy Businesses
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Permissible investments include…

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Real Estate
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Private Business Interests
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Debt Instruments
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Tokenized Assets*
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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.

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How does it work?

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Embed Fortress Trust via API’s and UI elements
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Customers open IRAs on your platform by embedding the Fortress Trust account signup process
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Customers rollover or send funds to their IRA
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Customers make self directed investment decisions
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Why Fortress?

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Embed Fortress Trust into your platform and fintech app
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Full suite of RESTful API’s
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Configurable UI "Elements" for workflows like onboarding
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Easy, low friction UX
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Ability to set markups on prices
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Ability to take transaction fees
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Wide array of investment options
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Flexibility to add new products & offerings
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IRA funding options include:
- Rollovers
- Wires
- Checks
- ACH/linked bank accounts*
- Debit cards*
- In-kind transfers
* Option to set automated monthly deposits


We'd love to talk about how
we can work together.
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