What types of accounts does WiseBanyan offer?

WiseBanyan offers a variety of accounts to help you save and invest, including IRAs. Just keep in mind, you do have to be a U.S. resident to open a WiseBanyan account. 

Here are the account types we offer:

  • Personal Investment Account, Individual. A taxable account owned by one person.
  • Traditional IRA. Offered through our Tax Protection Package.
  • Roth IRA. Offered through our Tax Protection Package.
  • SEP IRA. Offered through our Tax Protection Package.

To become a WiseBanyan client, you need to first open a Personal Investment Account. Once that account is fully active you can activate Tax Protection and add any of the IRA account types to your profile. 

If you have any questions or would like to see us offer additional types of accounts, please email us at support@wisebanyan.com and let us know.

Check out our additional information on rollovers and transfers:

 

 

 

 

 

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