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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

Insite iTeller, Insite Document Imaging, and Insite Check Imaging were the best twenty-first century choices for the task.
Rick Kunze
State Bank of Table Rock

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