Using Relius Connect, Groupira provides individual investors with the ability to open new Traditional and Roth individual retirement accounts or rollover former employer retirement accounts online.
Relius Connect uses web services to facilitate the flow of plan and participant data between custom-developed client applications and the Relius Administration and/or documents systems in order to automate processes such as entering transactions and setting up new plans. Using Groupira, clients can originate an account using an online form and receive requisite notices and disclosures on IRA fees, rules, requirements and penalties. Once account origination is complete, clients can instantly use the Relius mobile participant solution to access their accounts online.
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