Account Login - Sponsor Portal - IRA Club

Account Login – Sponsor Portal

A sponsor portal is a centralized and user-friendly digital platform designed to streamline communication and collaboration between sponsors and their clients. Within this portal, sponsors can access a range of essential features and information to manage their client relationships effectively:

  1. Client Status Overview: The portal provides sponsors with a clear and up-to-date view of the status of their clients. This includes information on client accounts, project progress, and any important milestones or deadlines.

  2. Document Repository: Sponsors can securely store and access important documents related to their clients within the portal. This feature ensures that all relevant files, contracts, reports, and compliance documents are organized and readily available when needed.

  3. Help Request Submission: Sponsors can easily submit help requests or inquiries through the portal. Whether it’s a question about client accounts, a request for additional support, or assistance with a specific issue, this feature simplifies the process of seeking help and ensures prompt attention from the support team.

*Please note client information is only available for clients that have a filled out a third party authorization form.

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