HERO

A Structured Approach to Retirement Account Trading

Designed to help advisory firms implement a more efficient retirement-account process. 

SECTION 1

What Is SDBA | Bridge?

SDBA Bridge is a trading service for eligible participant-directed brokerage accounts.

Your firm determines investment strategy and trading instructions. SDBA Bridge supports the operational workflow through a secure portal. 

SECTION 2

The Process

Step 1 Tell Us About Your Retirement Business

Step 2 Discuss Your Needs With Our Team

Step 3 Receive Authorized Access

Step 4 Submit Adviser-Directed Instructions

Step 5 Monitor Trading Activity

SECTION 3

Who Maintains Investment Control?

Your firm maintains investment discretion and determines all investment decisions and trading instructions.

SDBA Bridge does not select investments or exercise discretion. 

CTA

Request a Demo [link to Nic’s self-scheduling calendar]

Complete Questionnaire [link to Act-On questionnaire: https://flexibleplan.actonservice.com/acton/fs/blocks/showLandingPage/a/34940/p/p-0364/t/page/fm/1]