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Innovative Investment Technology

myDirection Pro displayed on a laptop

Online Collaboration Portal

myDirection®Pro serves as a powerful and convenient management tool for you and your New Direction IRA clients.

  • Monitor account information for each account holder
  • View aggregated data for all of your New Direction IRA clients
  • Upload new asset offerings
  • Download education/marketing whitepapers and videos with your branding
  • Access New Direction IRA transaction paperwork
  • Send secure messages to your dedicated B2B manager

for Asset Providers & Advisors

At New Direction IRA, we have created a suite of innovative investment technology to make IRA investing easy for the investor, their advisor, and the asset provider. Our proprietary sponsor portal, myDirection®Pro, provides a single location for investment providers and advisors to manage their IRA investors.

As an Investment Provider:

  • Offer your investment to IRA holders
  • Seamless integration with your website
  • Load new IRA investment offerings online
  • Utilize free IRA marketing support

As an Advisor:

  • Expand your clients' IRA
  • Track clients' IRAs from one login
  • Keep alternative assets under management
  • Access our deep self-directed IRA expertise
myDirection dsplayed on a mobile device

We Offer B2B Services

At New Direction IRA, we offer a full spectrum of collaboration services that foster IRA transactions today and integrate with your business model and technology for the long run. Our IRA solutions are no cost to you, but can create a significant increase in your business. Working with IRA customers not only brings new business, but it is a proven way to enhance business with your existing customers.

  • Custom online applications
  • Paperless transactions
  • E-signatures for account and transaction funding
  • Email notifications and/or spreadsheets
  • Dedicated client and sponsor representatives
  • IRA marketing support

Download our B2B Guide:

What would it look like for your platform to offer IRA investing?

At New Direction IRA, we offer a variety of tools for your use to add IRA investors to your customer base. The tools include integration tools and education materials. Check out the examples below to see how opening a new account, transaction processing, and client education could look in your platform User Interface.

1 Sample custom white label application and secure order processing on your website interface

2 Landing page and application hosted by New Direction and secure order processing on your website interface.


877.742.1270 x155