Retirement Trust Accounting (RTA)

Retirement Trust Accounting (RTA) is a custodial and reporting account for your self-directed retirement plan. It is designed to relieve the plan trustee of the responsibility of reporting and processing all investment activity that occurs in a qualified trust account.

    









   


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After the close of the transaction where TD AMERITRADE Online Holdings, Inc. purchased Fiserv Trust Company, deposits of IAS accounts that remain with Fiserv Trust Company will remain on deposit with and FDIC insured through:

Fiserv Trust Company, member FDIC

INVESTMENT PRODUCTS - NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE
Deposits of IAS accounts that moved to Trust Industrial Bank after the close of the transaction where TD AMERITRADE Online Holdings, Inc. purchased Fiserv Trust Company will be on deposit with and FDIC insured through:

Trust Industrial Bank, member FDIC

INVESTMENT PRODUCTS - NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE