Operational Updates Effective
Advanta IRA has made several updates to our operations to serve you, our valued client, better. Please see the information and links below for the updates that impact your account. If you have any questions, please contact your account manager at 800.425.0653.
Advanta IRA’s Enhanced Client Portal – Launches on 6/1/2022
To better serve you, Advanta IRA has made several updates to our online portal with new features that make self-directing your account even easier.
Our Client Portal allows you to:
- Pay expenses related to your IRA-owned asset(s)
- NEW FEATURE – You will be able to save payees, which makes paying recurring vendors faster and easier.
- NEW FEATURE – Schedule bill payments for future payments.
- NEW FEATURE – Upload documents
- NEW FEATURE – Change your username
- Request cash distributions
- Check your account balances
- View your holdings and past transactions
- View your statements and tax forms
- Open a support case to request assistance with your account
- Change your contact information
You can access the online portal HERE, and the new features will be live on June 1st.