A Structured Approach to Retirement Account Trading

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

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.

The Process

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.