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Integrated Products

IRA Processing

Integrated Products of the Insite Banking System: Integrated Products

Ability to track history and transactions for Individual Retirement Accounts, Roth, Roth Conversions, Medical Savings Accounts, Educational IRA's, Keoughs, SEPs, and more!

  • Allows multiple retirement accounts for one individual.
  • Automatic interfacing with the Certificate of Deposit Module which alleviates having to reenter transactions.
  • Complies with Federal Guidelines in providing electronic filing medium at the End of Year and on April 15th.
  • Creates customer contribution and distribution statements along with a 5498 statement for April 15th processing.
  • Account balance verification makes it easy to track incorrect postings and various distribution/ contribution types.
[Integrated Products Menu]

 Central Information
 Certificate of Deposits
 Direct Exception Proc
 General Ledger
 Investment Securities
 IRA Processing
 Management Reporting
 Proof Item Entry
 Remote Proof
 Safe Deposit Box

Through ASI, products and services that were once too expensive, and therefore only available to larger institutions, can now be offered by community banks and at a cost that makes sense.
Gary Jacobs
First Security Bank

1201 Libra Drive, Lincoln, Nebraska 68512  |  800.279.7312
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