Amplify What You Already Have to Offer
We help connect your clients IRA accounts to your investment offerings
Financial Advisors and Brokers
Do your clients want to do more with their alternative investment portfolios inside their IRA? We are the solution, and you can take advantage of our B2B program.
Real Estate Professionals
Let us help your clients invest in real estate through their IRA. Your real estate knowledge with our self-directed individual retirement accounts makes for a perfect duo.
Precious Metal Brokers
Do your clients want precious metals in their retirement account? Accuplan has been dealing in precious metals IRAs for over 15 years. We will help you meet their demand.
PPM Providers
We provide a robust platform that is geared towards PPM providers. We know that getting new investment opportunities out to your clients quickly and efficiently is a challenge. Check out our platform to see how we solved that problem.
Recieve Special Benefits
Special Discounts on Fees
As a part of our B2B Program, you and your clients will receive a special discount on all fees associated with opening an account and all transaction fees. This discounted fee schedule is exclusively only offered to our B2B and Partnerships participants.
White-Labeling & API
Our user portal can be white labeled for your company. This includes logo and contact information changes. We have also made our API readily available if you require a more significant change to our user portal. You may customize this to your hearts content.
