Home › Overview
About
The experience, not the custodian.
It matters which company does what, so here it is plainly.
Company
Careers and partnerships
Open roles across the Financial Infrastructure programme are posted on the A8 Core™ careers page; partnership conversations book directly.
Who does what
| Company | Role |
|---|---|
| MyFreeIRA | The account-holder and employer experience — enrollment, contributions, investment selection, documents |
| Investor Services | Account servicing, transfers, tax reporting and the asset platform |
| Institutional Trust Company | Custodian of the account and the authoritative record of what you own |
| A8 Core | The processing and record infrastructure beneath the accounts |
| B5 Secure | The per-data-element authorization layer that decides who may see or do what |
Where we are
MyFreeIRA is in development. Accounts cannot yet be opened. Institutional Trust Company is seeking a South Dakota non-depository trust charter and is not chartered.
See footnote 3
What we are trying to do
Make it normal for a first job to come with a retirement account the worker keeps. Not a plan they leave behind, not a balance they cash out, and not a fee that quietly consumes a small balance.
How we talk about ourselves
- We do not describe a capability that does not exist yet
- We label a demonstration as a demonstration
- We state a fee as a number, or we say it is not final
- We do not recommend investments, because we are not an adviser
Footnotes
- Custody will be provided by Institutional Trust Company through Investor Services. Institutional Trust Company is seeking a South Dakota non-depository trust charter, is not chartered, and is not accepting accounts. Account opening is not available. ↩