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Extend your reach with Custodian Connect™
Provide your clients with an integrated way to invest with an IRA
Pacific Premier Trust’s API-driven capability seamlessly connects investment platforms to Pacific Premier Trust enabling uninterrupted opening and funding of an IRA from within the platform. Custodian Connects offers multiple levels of integration – ranging from web linking to a white labeled service – that deliver a seamless client experience, with digital consent and Automated Customer Account Transfer Service (ACATS) to expedite transfers. All this, with institutional quality relationship management and the client service you need behind it.
You've worked hard to tailor your online client experience to your offering. We don't want to change that. But if you're looking to extend your reach and give clients the option to invest through an IRA, you need a custodian with alternative asset expertise.
That's where we come in. Pacific Premier Trust provides you with alternative asset custodian expertise, developed over years of service, but also with an understanding that your brand and client experience is paramount. That's why Custodian Connect is designed to integrate with your platform, to optimize your reach while minimizing disruption to your client experience.
|Reach More Investors||
|Faster Account Opening & Funding|
Tap into the multi-trillion dollar IRA market by offering your investors the option to use IRA funds within your platform investment experience.
Your clients will never leave your platform and only enter their information once – making it faster and easier for everyone.
Custodian Connect allows for faster account opening and funding of investments through a paperless process with digital consent (click & agree) and Automated Customer Account Transfer Service (ACATS)*.
Robust APIs for developers
Our objective is to provide your platform with an efficient and streamlined means to provide your clients with the option to invest in your offerings with an IRA.
Custodian Connect delivers on this premise through a set of APIs that your platform will use to communicate with our platform through:
- REST API services to third party institutions to enable integration and improve communications between third party platform clients and Pacific Premier Trust.
- Pacific Premier Trust APIs are restricted by the third party IP addresses. In addition, all API calls require an API Token that is registered specifically to your institution/platform.
* Some accounts or securities may not qualify for transfer using the ACATS system, in this case a signed transfer request form will be required.