iPhone Screenshots


IRA Financial, leading provider of self-directed retirement products announces the launch of its new app for iOS mobile phones. This addition to IRA Financial’s technology suite illustrates the company’s initiative to provide clients with the best user experience for both initial establishment and on-going maintenance of self-directed retirement accounts.

The first of its kind in the self-directed retirement industry, this app will transform how new self-directed retirement accounts are established, will reduce set-up and execution times, and provide clients with the most secure online application experience available.

Innovative app features include:-
Intelligent/Intuitive Interface: Even though IRA’s typically require a fair amount of information to establish, IRA Financial’s app has been designed to provide clienats with the easiest possible experience, adapting the process based on the client’s individual situation. Intuitive algorithms built into the app will tailor the overall experience to each client – providing only what is necessary.

Secure Platform: Personal information provided via IRA Financial’s app is transmitted on secure servers and encrypted for our client’s protection. At no time does our client’s personal information travel by email or any other insecure means.

DocuSign Digital Signature: The nation’s leader in digital signature technology, DocuSign is providing secure and private digital signature services for IRA Financial’s app. All forms requiring signatures are provided by DocuSign, digitally signed by the user, and transmitted securely and efficiently to our new accounts area.

Efficient and Timely Account Opening: IRA Financial is continually adapting to current regulations, and in so doing (responding to recent changes), we can now provide our clients with the industry’s first fully-digital signature IRA set-up. This greatly reduces the time necessary to establish each account, giving our clients quicker access to begin self-directing their retirement funds.

Account Maintenance Options: A supplemental forms section has been built into the app so that clients may electronically sign forms to execute common account transactions, all without ever having to deal with physically signing or handling a paper form. We will be expanding this section with further releases of the app.

What’s New

Version 3.1.0

Bug Fixes

Ratings and Reviews

4.4 out of 5
9 Ratings

9 Ratings

awolracing ,

Total waste of time for EXISTING clients

If you already have an account then this app is a waste of time because it doesn’t allow you to add your existing account. Worse yet, the chat help is a connection to an unrelated chat “call center” and those people don’t have a clue about which company you’re discussing because they take calls for numerous companies.

Sammi 321 ,

Great App!

Useful info for self directed IRA and 401k! Getting my plan set up.


IRA Financial Trust Company
18.1 MB

Requires iOS 12.0 or later. Compatible with iPhone, iPad, and iPod touch.



Age Rating


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

You May Also Like