Referral Partners

Help Clients Navigate Self-Directed IRAs

Self-Directed IRA activity can involve funding steps, documents, timing, and several parties. Truvant Financial supports the entire process with digital tools and practical guidance, helping referral partners give clients a more dependable experience.

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Who We Support

For Professionals Serving Self-Directed IRA Clients

You may work with clients who are using retirement assets for real estate, private investments, funds, or other alternative assets.

When those clients need to establish an IRA tied to account funding or transaction steps, Truvant can help make that part of the process easier to manage.

We support referral partners who want clients to have a dependable digital experience, backed by people who understand the details behind Self-Directed IRA activity.

Partner Benefits

A More Reliable Path for Self-Directed IRA

When clients are ready to move forward, the establishment of an IRA should not slow them down. Truvant helps referral partners connect clients with digital tools, practical support, and a more organized way to manage account creation, funding, and transaction steps.

Funding Support

Help clients manage account funding steps with a process that is easy to follow.

Digital Access

Give clients digital tools that help them stay connected to account activity.

Responsive Help

Support is available when details, timing, or next steps need attention.

How It Works

A Simple Way to Connect Clients

Start the Conversation

Tell us about the type of clients you serve and the Self-Directed IRA support they may need.
Share the Client Need

We’ll learn more about the funding, account access, or transaction-related steps involved.
Coordinate the Next Step

Truvant helps outline what may be needed so the client can move forward with the right support.
Stay Supported

As questions come up, our team is available to help with the Self-Directed IRA side of the process.

Partner Support

Where Truvant Can Help Your Clients

Referral partners can direct clients to Truvant when an IRA needs to be established or when they require banking services with a Self-Directed IRA. These are common areas where clients may need help staying organized and moving through the process.


Digital Account Access Give clients tools to view account information and manage online tasks.
Transaction Steps Help clients stay connected to any needs that may come up during alternative investment activity.
Document Management Support when documents, timing, or account details need attention.
Ongoing Questions Give clients a place to turn when they need help with online access, funding, or next steps in their Self-Directed IRA journey.

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Why Truvant

A Partner That Respects the Client Relationship

When you refer a client, you want to know they will be supported with care. Truvant supports clients through the Self-Directed IRA process and associated banking activity with reliable tools, responsive service, and a streamlined approach designed to make each step clear and easy to navigate.

Support designed for Self-Directed IRA needs
Digital tools that help clients stay informed
Careful attention to funding and transaction steps

Frequently Asked Questions

What is a Self-Directed IRA referral partnership?

A referral partnership allows professionals to connect clients with Truvant’s custody and account servicing solutions, expanding access to alternative investments while maintaining your client relationship.

Who is an ideal referral partner for Truvant?

Ideal partners include financial advisors, CPAs, attorneys, real estate professionals, and administrators serving clients interested in alternative investments and greater portfolio flexibility.

What types of investments can clients hold in a Self-Directed IRA?

Self-Directed IRAs allow for a broader range of investments, including real estate, private equity, and other alternative assets, depending on your custodian and strategy.

How does Truvant support its referral partners?

Truvant provides hands-on support throughout the account lifecycle, including onboarding coordination, transaction processing, and ongoing account servicing. Our team works directly with both you and your clients to help ensure efficient execution and clear communication.

What makes Truvant different from other Self-Directed IRA providers?

Truvant combines modern custody solutions with a service-first approach, focused on transparency, responsiveness, and strong partner collaboration.

How are referral partners supported and recognized?

Truvant focuses on building collaborative, service-driven relationships with referral partners. We work alongside you to support shared clients and provide resources that help you confidently introduce Self-Directed IRAs within your existing practice.

How do I become a Self-Directed Third-Party Administrator with Truvant?

We would welcome the opportunity to connect. Please feel free to reach out to our customer service team at selfdirected@truvantfinancial.com.