self-directed ira

Online Portal Help

This is a central resource for clients who need help with the MWIRA online portal. Find simple instructions for first-time access, logging in, resetting your password, and managing your account.

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 is received:
  • Follow the prompts to create your account.
3. Returning Client Login
  • Enter your username and password on the login page.
  • Click Login to access your account.
4. Forgot 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 Upload 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.