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Balanced IRA

Balanced IRA

by X-Square Capital LLC

4 ratings
3 reviews
💰 Finance
Free

Details

  • Released
  • Updated
  • September 8, 2026
  • September 28, 2026

Features

Developer

X-Square Capital LLC
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About

Manage your retirement savings on the go. Open an IRA, fund it via ACH, or roll over existing accounts. Track contributions, request withdrawals, and link bank accounts securely.

✓Open new IRA accounts
✓Fund accounts via ACH
✓Roll over 401(k), 403(b), or IRA
✓Link and manage bank accounts
✓Track contributions and withdrawals
✓Request distributions
✓Biometric sign-in
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What's New in Balanced IRA

1.0.6

September 28, 2026

• Onboarding: the marital status question now offers Single or Married. • Minor improvements and stability updates.

User reviews

Most RecentHighest RatedLowest Rated

Excelente app, pero puede mejorar la información visualizada

Me gustó la app. Espero que la puedan seguir mejorando y que muestre el precio de la acción y el porcentaje de rendimiento acumulado directamente en la aplicación, sin tener que recurrir a páginas de terceros.
ALO_PRALO_PR

Response from developer

¡Muchas gracias por la reseña de 5 estrellas y por su valiosa recomendación! Nos alegra saber que está disfrutando de la aplicación. Agradecemos su sugerencia y la compartiremos con nuestro equipo de desarrolladores. Seguimos mejorando la aplicación para su uso, acceso y experiencia. ¡Gracias por confiar en X-Square Capital LLC!

La sacaron del parque

Llevo años con la compañía y cada vez te lo hacen más fácil y accesible. Ahora, con el app, es todavía más fácil aportar y ver tu balance. Gracias por seguir innovando.
JoseanDBJoseanDB

Hacía falta, me gustó

Soy cliente desde hace unos años, nunca he tenido problemas con el portal. Env no sabía que me hacia falta la app, hasta ahora. Me facilitó demasiado el acceso, ya tramité un rollover para ver y de show. un equipo de mucha innovación para PR. En hora buena x square!
juanchijperezjuanchijperez

FAQ

How do I open an IRA with Balanced IRA?

You can open an IRA directly within the Balanced IRA app. The guided onboarding process will take you through your profile, identity verification, and account preferences step-by-step.

Can I contribute to a previous tax year with Balanced IRA?

Yes, Balanced IRA allows you to make contributions and select the tax year they count toward. The app will inform you when you are contributing to a prior year and when that contribution window closes.

Does Balanced IRA support rolling over funds from other institutions?

Yes, you can roll over a 401(k), 403(b), or an IRA held at another institution directly into your X² Capital IRA through the app, without needing to mail any paperwork.

How secure is my information with Balanced IRA?

Every connection is encrypted with TLS. Your credentials are stored only in the iOS Keychain on your device if you enable biometric sign-in. Biometric data itself is processed by iOS and never reaches the app.

What is the rating for Balanced IRA?

Balanced IRA has a high rating of 5.0 stars based on 4 ratings, indicating strong user satisfaction.

Does Balanced IRA have ads?

No, Balanced IRA is ad-free, allowing for an uninterrupted user experience.

What devices does Balanced IRA support?

Balanced IRA is available for iPhone and iPod devices, optimized for mobile use.

How often is Balanced IRA updated?

The latest version of Balanced IRA is 1.0.6, and it was last updated on September 28, 2026, suggesting regular maintenance and updates.