IRAdirect® eSign

Financial institutions can streamline operations, meet compliance requirements, and enhance customer experience with embedded eSignature technology.

eSignatures Will Change Your Business

Consumers can easily and securely sign documents on any device from anywhere.

Electronic transaction processing improves security and helps financial institutions be compliant with regulatory demands. IRAdirect eSign easily integrates with an institution’s existing technology platform, supporting business processes and systems already in place. With IRAdirect eSign, financial institutions can quickly and accurately complete customer transactions, enabling the account owner to electronically sign documents without having to come into your branch.

eSignature Benefits

  • More convenient: No more faxing forms as they will be automatically submitted electronically for processing.
  • Paperless: No more headaches or operating expense associated with shipping, tracking, and managing paper documents.
  • More secure: Security is improved and IRS compliance requirements are easier to meet.
  • Easy to integrate: Simplified, end-to-end eSignature processing that works with the business systems you use today.
  • Legally compliant: eSignature is fully compliant with all governing regulations

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