1. This guide covers accessing and managing your IRA through the IRA portal...
First Time Access (next step).
Signing Documents (step 9).
Requesting a Transaction (step 19).
Adding/Updating Beneficiary Info (step 22 ).
2. To sign in to the IRA portal for the first time, visit www.fairwinds.org/personal/IRA and click Sign In.
3. Enter the email address associated with your account and click Continue.
4. You will receive an email with a one-time security code.
5. Enter the code and click Continue.
6. Click Accept to allow access to your FAIRWINDS account.
7. Enter the required information to confirm your identity and click Verify.
8. You will then be redirected to your IRA account.
9. Ready to sign your documents to set up your IRA? Select your IRA under Pending Accounts to review and sign the required documents.
10. Click Review and Sign Document.
11. Click here to view the PDF.
12. Confirm that you've reviewed the document and click Next.
13. Click here to create an electronic signature.
14. Enter your full name as you would like it to appear on the documents.
15. Click Accept.
16. Click Next.
17. Review the disclosure and click Sign Electronically when you're finished.
18. Once your account is processed, it will appear under the Accounts section. You can click on the account to access controls.
19. Looking to request a transaction?
To request a transfer or other type of transaction, click on your IRA under Accounts.
20. Next, scroll down to access the account options and controls.
You can request a transfer, add a deposit, or manage your distributions.
21. Once a transaction has been initiated, it will be listed in your Pending Transactions list.
22. Looking to view or update beneficiary information? Click on your IRA from your Accounts.
23. Next, scroll down to access the account options and controls.
Click the Beneficiaries drop-down menu to view your current beneficiaries.
24. Click the Update Beneficiaries button to update or add them.
25. Keep in mind that you will need to specify the percentage of assets you want each beneficiary to receive.
26. Feel free to explore all the features of your IRA portal on your own and keep in touch! FAIRWINDS is here to help if you need it.
