Getting started
- Log In to User Portal
- Access your Monthly Statements
- Using Billpay
- Create an Investment or DOI
- Make Deposits or Contributions to your Account
- Make Withdrawals or Distributions
- Link your Bank Account
- Upload a Document
- Change how your fees are paid
- Paying a Vendor Bill
- Funding an Investment
- Closing your account with Assets
- Incoming Transfer From Current Custodian
- Selling Precious Metals
- Making a Deposit or Contribution
- Withdrawing Precious Metals
- Taking a Withdrawal or Distribution
- Outgoing Transfer To New Custodian
- Change or Update Beneficiary
- Uploading Change of Address form
- Editing an Investment or DOI
- Pay Your Account Fees