Individually Directed Account (IDA) - 401(k) Plans
The Ultimate Investment Flexibility
As pioneers of the Individually Directed Account, City National Bank provides clear advantages*:
- Ultimate flexibility for participants who demand complete control of investments
- A state-of-the-art online brokerage system that has been designed with IDAs in mind*
- A separate team of IDA specialists to work with your dedicated retirement services team
- The ability for IDA participants to use an outside broker on a Delivery vs. Payment basis
- Allows for the purchase of new unique assets such as limited partnerships and closely held Stock
City National Bank can provide investment management services to IDA participants. Learn more »
For additional information on how we can help with your organization’s retirement services needs, please call us at (800) 356-0576.
*For plans that allow IDAs.