Balanced IRA
Finanzas
Sólo para iPhone
Gratis · Diseñada para iPhone. No verificada para macOS.
iPhone
X² Capital Balanced IRA puts your retirement account in your pocket. Open an account, verify your identity and fund your IRA.
WHAT YOU CAN DO
• Open an account. Guided onboarding takes you through your profile, identity verification and account preferences one step at a time, and picks up where you left off if you stop partway.
• Contribute. Make a contribution by ACH transfer from a linked bank account and choose the tax year it counts toward. The app tells you when you are contributing to a prior year and when that window closes.
• Roll over what you already have. Move a 401(k), 403(b) or an IRA held at another institution into your X² Capital IRA, without mailing paperwork.
• Link your banks. Connect the checking or savings accounts you contribute from and manage them in one place.
• Track everything. Your full contribution, rollover and withdrawal history, with the current status on every transaction.
• Request a withdrawal. Submit a distribution request directly in the app.
BUILT FOR YOUR PHONE
• Sign in with Face ID or Touch ID instead of typing a password in public.
• Dark mode throughout.
• Hide your balance with a tap when you are not alone.
ABOUT YOUR SECURITY
Every connection is encrypted with TLS. Your credentials are stored only in the iOS Keychain, on your device, and only if you turn on biometric sign-in.
Biometric data never reaches the app. iOS performs the match itself and returns only a yes or no. The app never receives, stores or transmits your face or fingerprint.
We ask for your Social Security number and a government-issued ID because federal law requires a financial institution to verify the identity of anyone opening a retirement account. That is the Customer Identification Program rule under the USA PATRIOT Act, and no IRA can be opened without it.
GOOD TO KNOW
X² Capital Balanced IRA is for current and prospective X² Capital clients. An X² Capital account is required to use the app. Bank transfers are handled by our payments partner, Dwolla.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Nothing in this app is investment, tax or legal advice. Contribution and withdrawal rules, including eligibility and tax treatment, are set by the IRS and depend on your circumstances — talk to your tax adviser.
X-Square Capital LLC is a registered investment adviser.
Calificaciones y reseñas
- Esta app no ha recibido suficientes calificaciones ni reseñas para mostrar un resumen.
Bug fixes and improvements
El desarrollador (X-Square Capital LLC) indicó que las prácticas de privacidad de la app pueden incluir el manejo de datos que se describe a continuación. Para obtener más detalles, consulta la política de privacidad del desarrollador .
Datos asociados con tu identidad
Los siguientes datos pueden recopilarse y asociarse con tu identidad:
- Información financiera
- Información de contacto
- Contenido de usuario
- Identificadores
- Información privada
Accesibilidad
El desarrollador aún no ha indicado cuáles funciones de accesibilidad admite esta app. Obtén detalles
Ficha técnica
- Vendedor
- X-Square Capital LLC
- Tamaño
- 93.1 MB
- Categoría
- Finanzas
- Compatibilidad
Requiere iOS 15.5 o posterior.
- iPhone
Requiere iOS 15.5 o posterior. - iPod touch
Requiere iOS 15.5 o posterior. - Mac
Requiere macOS 12.4 o posterior y una Mac con el chip M1 de Apple o posterior. - Apple Vision
Requiere visionOS 1.0 o posterior.
- iPhone
- Idiomas
- Inglés
- Edad
4+
- 4+
- Copyright
- © X-Square Capital LLC