Extend your reach with Custodian Connect™ — an integrated way for clients to invest with an IRA.
- Greater Reach
- Seamless Integration
- Faster Funding
- Award-Winning Technology
Our API-driven capability seamlessly connects online investment platforms to Pacific Premier Trust, enabling uninterrupted opening and funding of an IRA from within the platform. Custodian Connect offers multiple levels of assimilation ranging from system-to-system integration points to a customized solution for your business. Digital consent ensures a seamless client experience and transfers are expedited by utilizing Automated Customer Account Transfer Service (ACATS). All this, with institutional quality relationship management and the client service you need behind it. Learn how Custodian Connect™ can help you and your clients by viewing the video below.
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 online investment platform — optimizing your reach while minimizing disruption to your client experience.
Reach More Investors
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.
Faster Account Opening & Funding
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)*.
Our objective is to provide your alternative investment platform an efficient and streamlined means to allow your clients to invest in your offerings with an IRA.
Custodian Connect delivers on this premise through API integrations that connects your platform to our platform through:
- RESTful 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.
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*Some accounts or securities may not qualify for transfer using the ACATS system, in this case a signed transfer request form will be required.