Getting Started
- Log in to User Portal
- Access your monthly statements
- Edit a Primary or Contingent Beneficiary
- Make Deposits or Contributions to your Account
- Take a Withdrawal, Distribution, or RMD
- Create an Investment or DOI
- Funding an Investment/Investment documents
- Using Bill Pay
- Paying a Vendor Bill
- Pay Your Account Fees
- Editing a Direction of Investment (DOI)
- Selling Precious Metals
- Withdrawing Precious Metals
- Upload a Document
- Request a Change of Address
- Add a Primary or Contingent Beneficiary
- Change how your fees are paid
- Outgoing Transfer to New Custodian
- Closing your account with Assets