IRA/HSA Solutions - Open Account

There are so many options when it comes to opening an Individual Retirement Account (IRA) or Health Savings Account (HSA) account that it can get quite confusing. That’s why it’s important to have the right products to help simplify your decision-making process and meet your processing needs.

IRA/HSA Management Center

If you’re still documenting your IRAs or HSAs manually—or aren’t completely satisfied with the efficiency and ease of your automated solution—the IRA/HSA Management Center; solution offers a better way. It’s an online tool that helps make documenting easier and less prone to mistakes.

Account Recordkeeping Services

Comprehensive reporting services help you administer and meet government reporting requirements for your IRAs, HSAs, and other tax-advantaged accounts.

ComplianceOne™

A comprehensive software solution that integrates documentation, compliance, and data within a common database structure that provides enterprise-wide access to customer/member information at each step of the process.

ARTA® Deposit Documentation System

ARTA® Deposit is designed to help you manage routine and high-volume deposit and IRA accounts efficiently, while also helping reduce your risk and improving your compliance effectiveness.

IRA/HSA Internet Document Library

The IRA/HSA Internet Document Library is an electronic library of standard IRA and HSA documents. You can conveniently access documents whenever you need them from practically any computer with Internet access.

IRA E-Forms Module

Documents from Wolters Kluwer Financial Services can help simplify IRAs for you and your account owners throughout an IRA account cycle. We provide the solutions you need to establish traditional IRAs, Roth IRAs, and Coverdell Education Savings Accounts, and process ongoing account transactions.

Health Savings Account Answer Book

The Health Savings Account Answer Book is a comprehensive resource that offers quick, accurate answers to almost any question regarding HSAs. Its easy-to-read Q&A format includes examples, forms, tables, and other practical features.

HSA Guide

This user-friendly reference manual helps your staff better understand HSAs. It includes information regarding account establishment and on-going administration, plus sample documents and a listing of IRS sites.