Choose Your Integration Level

Start where you're comfortable, upgrade as you grow. Realize the benefits of the TrustRails platform and help it grow your business over time.

From Checks to Checkless

See how TrustRails transforms the rollover experience

The Old Way
A retirement check mailed through the postal system
Paper Checks & Blind Transfers
  • 30+ days to complete
  • Zero visibility for participants or custodians
  • Money out of market for weeks
The TrustRails Way
TrustRails real-time rollover tracking dashboard
Real-Time Digital Transfers
  • Hours, not weeks
  • Every step tracked in real time
  • Zero market downtime

How Standard Works

Participant

KYC

Custodian A

API

KYB
API Calls

TrustRails Platform

API Orchestration

KYB
API Calls

Custodian B

API

API automation with traditional settlement & database tracking
Implementation
2-4 weeks
Pricing
One-time Setup
+
Pay Per Transfer

Features & Benefits

What You Get:

  • Full API access
  • Automated status updates
  • Exception handling
  • Webhook notifications
  • Advanced analytics
  • Custom workflows
  • Traditional database audit trail

Key Benefits:

  • 90% fewer exceptions
  • Real-time transfer visibility
  • Immediate participant satisfaction boost
  • 80% fewer support calls
  • Reduced compliance and audit risk
Start with Standard

Compare Integration Levels

Feature
PopularStandard
Enterprise
Transfer SpeedWeeks2-3 days
Setup Time2-4 weeks2-4 weeks
Automation LevelAPI AutomatedAPI Automated + Manual UI
AI Agent Ready⚡ Partial✅ Complete
Settlement MethodTraditionalInstant Digital
Tokenization❌✅
Automatic Smart Contract✅✅
Audit Trail TechnologyDatabaseDistributed Immutable Ledger
Best ForPlan Service ProvidersIndustry Leading Custodians

Start Risk-Free

Free Testing Environment

Test fictional transfers in a safe, documented environment that replicates our real world system.

Transfer Guarantee

We feel so strongly about our system, we will 100% refund any erroneous transfers that can't be reversed.

View our guarantee →

Upgrade Anytime

Start with Standard. Move to Enterprise. Your timeline, your pace.

Frequently Asked Questions

Common questions from custodians evaluating TrustRails

Ready to Choose Your Integration Level?

Join plan service providers already transforming their rollover process

Request a Demo