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 »

Getting Started

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.