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Integrated Products

IRA Processing

Integrated Products of the Insite Banking System: Integrated Products

Ability to track history and transactions for Individual Retirement Accounts, Roth, Roth Conversions, Medical Savings Accounts, Educational IRA's, Keoughs, SEPs, and more!

  • Allows multiple retirement accounts for one individual.
  • Automatic interfacing with the Certificate of Deposit Module which alleviates having to reenter transactions.
  • Complies with Federal Guidelines in providing electronic filing medium at the End of Year and on April 15th.
  • Creates customer contribution and distribution statements along with a 5498 statement for April 15th processing.
  • Account balance verification makes it easy to track incorrect postings and various distribution/ contribution types.
[Integrated Products Menu]

 Central Information
 Certificate of Deposits
 Direct Exception Proc
 General Ledger
 Investment Securities
 IRA Processing
 Management Reporting
 Proof Item Entry
 Remote Proof
 Safe Deposit Box

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