Manage Retirement Assetsthe Right Way

A fiduciary-focused approach to SDBA management that helps advisors deliver oversight, accountability, and investment management support.

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Bridge the Gap Between Retirement Assets
and Your Advisory Process

Many clients hold significant assets inside workplace retirement plans. SDBA Bridge helps firms extend their investment process to eligible participant-directed brokerage accounts through a structured, scalable solution.

Why Firms Choose SDBA|Bridge

Firms are looking for more than account access.

THEY WANT:

  • Fiduciary oversight
  • Participant-focused solutions
  • Sustainable operational processes

That's what SDBA Bridge was designed to deliver.

How it works

1

Complete a Questionnaire

Tell us about your retirement business.

2

Meet With Our Team

We'll review your needs and discuss fit.

3

Establish Access

Use the web portal to obtain your clients' signature.

4

Submit Instructions

Direct trading activity through the portal.

5

Monitor Activity

Manage and review account information.

 

Questions Worth Asking

Before choosing a retirement account management solution:

  • Who is responsible for investment oversight?
  • How are participants protected?
  • Is the solution scalable?
  • Does the provider operate within a fiduciary framework?

The answers matter.

Bring More Retirement Assets Into Your Investment Process

SDBA Bridge provides firms with a centralized way to submit and monitor trading instructions for eligible participant-directed brokerage accounts. Your firm maintains investment discretion while SDBA Bridge supports the process.

Tell Us About Your Retirement Business
Retirement assets network illustration