Individuals
- Our average account opening time is roughly 10 minutes!
- PayLink IRA was created for individuals seeking to invest through their personal paycheck each week or month through their company's payroll. PayLink IRA also serves those individuals seeking to start up an individual retirement account (IRA) as well as those seeking to rollover an account from a 401K plan.
- PayLink IRA was created for those investors seeking access to custom fund lineups from thousands of high-quality global money managers. Best of all, access those global money managers at institutional share class pricing. Invest like a "millionaire," regardless of your account's size.
- Easy 24-7 access to view your account.
- Self-direct by selecting personal fund lineups from dozens of funds carefully screened from over 4000 international and domestic mutual funds - all at institutional prices.
- Employ one of five CUSTOM TARGET DATE PORTFOLIOS, specifically designed to smooth volatility and provide a retirement glidepath for every PayLink IRA client and their personal risk tolerance profile.
- PayLink IRA pools individual retirement account investments with our other clients, using industry leading retirement plan providers, to obtain institutional pricing. The same investments, the same managers, at much lower cost, and with no minimum investment requirement.
- Available through payroll deduction, electronic drafts, or individual contribution via check or wire.
- Flexible distribution options.
- Call Center available to answer administrative questions and a Financial Advisor is available to answer any investment related questions.
- Low monthly custodial fee of $4. Fee waived in excess of $35,000.
OPEN YOUR PAYLINK ACCOUNT
Choose from one of our five distinctive and conflict-free “do-it-for-me” Custom Target Date Portfolios - for those investors seeking an advice-based investment.
Choose from one of our five distinctive and conflict-free “do-it-for-me” Custom Target Date Portfolios - for those investors seeking an advice-based investment.
Opening a new account only takes about 10 minutes. All you'll need are the following:
- Password
- Beneficiaries full names, addresses, and Social Security numbers
- Bank routing and account number
