Self-directed IRA Investing | Request a Demo

Request a Demo to see how WealthFlex removes the pain points of self-directed IRA investing

Private IRA Investing - How it works - Step 1

See how to take advantage of a better experience for both you and your clients

Private investing with WealthFlex is fast, easy and cost-effective. WealthFlex provides an extremely efficient way to directly use and control IRA or Solo 401(k) funds, providing instant access to investable money.

Easy to use

Using WealthFlex’s intuitive online platform makes it easy to open an account, transfer an IRA, purchase private investments, and move cash between accounts. Transactions are fast, easy, and flexible with our first-of-its-kind platform. You can even open an account on behalf of your client.

Fast results

With WealthFlex, investable cash can be accessed in a fraction of the time with no need for plan administrator involvement or mailing and faxing documents. No more missed opportunities. And with partner access, you will always be informed and kept in the loop.

Cost effective

Keep more and do more. WealthFlex only charges individual IRA investors a $499 set-up fee with an annual flat rate of $299 for management. No nickel and diming here. Why pay more!