CU*BASE/Ascensus Integration

If your credit union is using Ascensus for managing your IRA/HSA accounts, our integration to the Ascensus IRAdirect express toolkit provides a link between CU*BASE and the Ascensus IRAdirect when an employee opens an IRA account, or an IRA transaction is performed. This integration will help streamline your operations when performing IRA transactions in CU*BASE, because there will be no need for re-keying your member’s data into Ascensus. After completing the necessary actions in CU*BASE, the CU-Employee will be brought forward to the Ascensus IRAdirect site to complete any paperwork or forms that need to be completed.

For more information on the project check out our kitchen page or reach out to the Earnings Edge team!