Accuplan’s B2B and Partnership Program

Discover the perks of a premier self-directed IRA provider.

Who We Work With

Financial advisors and brokers
Real estate professionals
Precious metals brokers
PPM (Private Placement Memorandum) providers

Key Benefits

Fee Discounts

Special discounts on account opening and transaction fees exclusively for B2B participants.

White-Labeling & API

Customizable user portal with company branding and accessible API for deeper integration.

Experience

Accuplan has been the trusted choice of B2B’s for over 25 years.

Transform Your Product, Grow Your Business

Our platform connects clients’ IRA accounts to alternative investment offerings, allowing professionals to expand their service offerings through Accuplan’s retirement account infrastructure.

Schedule a time to speak with our expert business development team today.