Add/Remove my Interested Party Designation

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Interested Party Designation

Use this form to authorize or remove a third party from accessing your IRA account information.
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FREQUENTLY ASKED QUESTIONS

How do I provide a third party access to my IRA account information (i.e. spouse, investment advisor, CPA, etc.)?

You will need to submit a completed and executed Interested Party Designation form to Vantage.

How do I update an existing Interested Party Designation (IPD) on my IRA?

You will need to submit a completed and executed Interested Party Designation form to Vantage.

How do I remove an Interested Party Designation (IPD) from my IRA?

You will need to submit a completed and executed Interested Party Designation form to Vantage requesting the removal.

When can I expect the updated Interested Party Designation (IPD) information to be reflected in my IRA account?

Once Vantage has received the Interested Party Designation Form, your request will be completed within 72 hours.  You can expect to receive an email confirmation once your request has been processed.