Financial/Retirement Professionals » Plan Sponsors

Online Tools for Plan Sponsors

Mutual Fund Trading Tools
We offer this service so you can transfer trading files to and from Fiserv ISS, as well as get information about the trades that you place for your clients. You may view reports, upload files and download files.

Disbursements
We give you two options for processing disbursements. You may extract a disbursement file from your recordkeeping system and upload the file to Fiserv ISS. You may also quickly and easily input data directly into the software application for processing.

Individually Directed Accounts
We have made it easy for you to deliver participant information for deposits and distributions, as well as to retrieve your participant Account Summary files.

The Gateway
You can send and retrieve confidential information via our secure Gateway.

iStatements
You may choose to receive your clients' account statements electronically, on a password-protected, secure site.