B2B & Partnership Program
Bring SDIRAs to your clients.
Add self-directed retirement administration to your offerings without becoming a custodian yourself.
Grow your business with us
Amplify what you already offer.
We connect your clients' IRA accounts to your investment offerings. Since 1985, we've extended Accuplan's third-party administration to financial advisors, real estate professionals, precious-metals brokers, and private-placement providers, so they can route retirement-account business through one trusted partner.
Accuplan handles the administration. American Estate & Trust serves as the custodian. You keep your client relationship and your offering, and your clients gain access to a tax-advantaged wrapper for the assets you already help them choose.
Who we work with
Built for professionals who serve investors.
Financial Advisors and Brokers
Help your clients do more with their alternative-investment portfolios inside their IRA. Our B2B program plugs self-directed retirement administration into the offerings you already provide.
Real Estate Professionals
Let us help your clients invest in real estate through their IRA. Your real estate knowledge paired with our self-directed individual retirement accounts makes for a perfect duo.
Precious Metal Brokers
Want to offer precious metals in retirement accounts? Accuplan has been administering precious-metals IRAs for over 15 years. We will help you meet your clients' demand.
PPM Providers
We provide a robust platform geared toward private-placement-memorandum providers. Get new investment opportunities to your clients quickly and efficiently.
Partnership benefits
What partners get with Accuplan.
Three things every B2B partner gets when they join the program. The fee schedule and platform access are exclusive to partnership participants.
Fee discounts
Discounted account-opening and transaction fees, exclusive to B2B partners and their referred clients.
As a partnership participant, you and your clients receive a discounted fee schedule on account setup and ongoing transactions. The discount is offered only to partners and the clients they refer, so it's a real differentiator you can offer alongside your own service.
White-label and platform access
Your branding on the user portal, plus the platform features your team needs to onboard clients and route investments at scale.
Our user portal can be white-labeled with your company logo and contact information. For deeper integrations, our API is available to plug Accuplan account workflows into your own systems.
What your team can do through the platform
- Send investment opportunities to multiple clients quickly and easily
- Streamline onboarding and vetting for new accounts
- Add retirement services on top of accounts you already manage
- Create investment templates for batch or single invites
- Pay vendors, dividends, and distributions through batch pay
- Track every cost tied to a self-directed IRA in one place
Trusted since 1985
Accuplan has been the trusted choice of B2B partners since 1985.
Self-directed retirement administration is what we've done since 1985. Our compliance team knows the rules, our operations team knows the asset types, and our partner team knows what makes a referral relationship work for both sides. You get a partner who's seen most of what your clients are about to ask.
Keep reading
More on self-directed investing.
Borrowing and Lending from a Self-Directed IRA
Read article→
How and When a Hardship Withdrawal Is Allowed in an IRA or 401(k)
Read article→
Can I Use My IRA to Start a Business?
Read article→
Using a Portion of a Self-Directed IRA to Purchase an Investment Property
Read article→
Can You Invest in a Private Company With an IRA?
Read article→
How to Report Your Tax-Deferred Retirement Plan on Your Taxes
Read article→Ready to partner?
Talk to our partnerships team.
Free, 15 minutes. We'll walk through how the partnership works, what white-labeling covers, and the fee schedule for your clients.