self-directed ira

Online Portal Help

This serves as a central resource for clients who need support with the MWIRA online portal. It provides simple walkthroughs for first time access, login, password resets, and general account management to make the portal easy to use.

How to Log in to your MWIRA Client Portal
Procedure
1. Access the MWIRA Portal
  • Save the portal URL as a browser favorite for easy access.
2. New Client Registration
  • Check your email for an invitation from MWIRA to register your portal.
  • Click the link in the email to complete your setup.
If no email received:
  • Follow the prompts to create your account.
3. Returning Client Login
  • Enter your username and password on the login page.
  • Click Login.
4. Forgot Username
  • Contact an MWIRA representative.
  • Provide your full name and email so they can help retrieve your username.
Resetting or Updating Password
Procedure
1. Reset Password from the Login Page
  • Go to the MWIRA client portal login page.
  • Click Forgot Your Password?
  • The system sends a secure reset link to the email address on file.
  • Open the email and follow the link to create a new password.
2. Update Password While Logged In
  • Log in to your MWIRA client portal.
  • Go to the top right corner and click your initials icon.
  • Select Manage Profile.
  • Choose Update Password.
  • The system sends a reset link to your email.
  • Open the email and follow the link to complete the update.
A Quick Tour of your MWIRA Dashboard
Procedure
1. Access the Dashboard
  • Log in to your MWIRA client portal.
  • The dashboard automatically loads as the first screen.
2. Review Your Account Overview
  • View the overall account market value, showing a combined total or separate values if you hold multiple accounts.
  • Check the asset summary for a breakdown of your holdings.
  • Review your net unrealized gain or loss to understand current performance.
3. Access Key Tools and Resources
  • Locate quick links to Forms, the ACH Portal, Contact Us, and the latest Mountain West blog post.
4. Navigate Portal Tabs
  • In the top left menu, select from the following tabs:
  • Dashboard
  • Portfolio
  • Transactions
  • Documents
5. Manage Your Profile
  • In the top right corner, click your initials icon.
  • Access Manage Profile to update personal info.
  • Review Privacy Policy Settings as needed.
How to View and Uploaded Documents
Procedure
1. Access the Documents Tab
  • Log in to your MWIRA client portal.
  • Click the Documents tab.
  • View current and past statements, tax forms, and any documents you have previously uploaded.
2. Use Filters to Find Documents
  • If a document is not visible, click Filters.
  • Filter by:
  • Type
  • Date range
  • Document category
  • File type
  • Apply the filter to refine your document list.
3. Upload Documents
  • In the Documents tab, click the option to Upload Documents.
  • Select the file from your device.
  • Submit the upload.
4. Post-Upload Review
  • MWIRA is automatically alerted when a document is uploaded.
  • A representative reviews the file.
  • They will contact you if additional information or clarification is needed.
How to View and Export Transaction History
Procedure
1. Access the Transactions Tab
  • Log in to your MWIRA client portal.
  • Click the Transactions tab to open your full transaction history.
2. Select the Account
  • If you have multiple accounts, choose All Accounts or select the specific account you want to review.
3. Adjust the Filters
  • The system defaults to the most recent 30 days.
  • Remove filters if you need older history.
  • Use additional filters to refine your view by:
  • Transaction code
  • Transaction category
4. Review Transaction Details
  • Each entry may include:
  • Settlement date
  • Account name
  • Asset code
  • Transaction category
  • Units invested
  • Cash assigned to the transaction
5. Export the History
  • Once you locate the data you need, select the option to Export Transaction History.
  • Save the file to your device.
Understanding your Portfolio
Procedure
1. Access the Portfolio Tab
  • Log in to your MWIRA client portal.
  • Click the Portfolio tab to open your portfolio overview.
2. View Value Over Time
  • The main screen shows Value Over Time, which tracks how your account value has changed.
  • Switch between Daily or Monthly views.
  • Review the performance breakdown below, including:
  • Weekly change
  • Year to date change
  • Overall account trend
3. Review Asset Breakdown
  • Click the Assets tab to see a summary of cash and current assets held in the account.
  • The main screen displays a Top 10 assets list.
4. Access Detailed Asset Information
  • Select the Detail tab for full portfolio details, including:
  • Account name
  • Asset type
  • Percentage of the portfolio
  • Asset name booked to the account
  • Current units invested
5. View Asset Codes
  • From the main Portfolio screen, locate the asset code used when the asset was booked.
  • Use this code for reference when communicating with MWIRA about specific holdings.
6. Explore Remaining Tabs
  • Additional tabs provide similar asset breakdowns and views for deeper analysis.
  • Review these sections as needed to understand how each asset contributes to your portfolio.
Troubleshooting: Login and Two-Step Authentication
Procedure
1. Clear Browser Cookies and Cache
  • Open your browser Settings.
  • Locate the option to Clear Browsing Data.
  • Select the following:
  • Browsing history
  • Download history
  • Cookies and other site data
  • Cached images and files
  • Confirm and clear the data.
  • Try logging in again.
  • This step resolves most login issues.
2. Check Email Provider Restrictions
  • Some providers like Hotmail or AOL may block two-step authentication codes.
  • If you do not receive the verification email, your provider may be filtering or rejecting it.
3. Contact MWIRA Support
  • If codes are blocked or you still cannot log in, contact MWIRA.
  • Provide an alternate email address so support can update your account.
  • Retry login with the updated email.