IRA Internet Document Library

Are You Worried About Keeping Up With the Changes to Your IRA Documents?

Access to current documents is especially critical with the recent regulatory changes to IRA administration. Instead of ordering new IRA documents and having to wait for them to arrive, you can access new documents as soon as they're available with the IRA Internet Document Library from Wolters Kluwer Financial Services.

What is the IRA Internet Document Library?

An innovative way to house and access documentation, the IRA Internet Document Library is an electronic library of standard IRA documents hosted by Bankers Systems. You can conveniently access IRA documents whenever you need them from practically any computer with Internet access. Through the Wolters Kluwer Financial Services' web site, you can pull up the document (presented in a PDF format) that you want to use. Then, fill in and complete the form on-line. Upon completion, simply print copies for your customer and your institution.

With the IRA Internet Document Library, you won't need to manage extensive inventories of paper documents. It provides the most up-to-date forms to all of your branch offices all at the same time, significantly reducing the risk of using documents that are no longer in compliance.

The IRA Internet Document Library also saves you time because we monitor and implement changes to the documents for you. And, you won't need to sort through which documents can and can't be used, since the IRA Internet Document Library contains only current— and compliant—documents.