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
- 30+ days to complete
- Zero visibility for participants or custodians
- Money out of market for weeks
- Hours, not weeks
- Every step tracked in real time
- Zero market downtime
How Connect Works
Participant
Custodian
Website
TrustRails Widget
White-Label Experience
Receiving
Custodian
Transparent pricing that scales with your transfer volume. You only pay for what you use.
Features & Benefits
What You Get:
- Drop-in web component (single line of code)
- White-label branding & customization
- Hosted participant portal
- Real-time status tracking
- Automated document collection
- E-signatures via DocuSign
- Identity verification (KYC/AML)
- DOL plan search access
Key Benefits:
- Zero development effort
- Live in less than a day
- Real-time participant tracking
- 80% fewer support calls
- SOC 2 compliant out of the box
Compare Integration Levels
| Feature | Connect | PopularStandard | Enterprise |
|---|---|---|---|
| Setup Time | < 1 day | 2-4 weeks | 2-4 weeks |
| Integration Method | Embed Widget | REST API + GraphQL | API + Smart Contracts |
| Transfer Speed | Days | Days | 2-3 days |
| Automation Level | Fully Managed | API Automated | API + Smart Contract |
| White-Label Branding | ✅ | ✅ | ✅ |
| E-Signatures & KYC | ✅ | ✅ | ✅ |
| Webhooks & Analytics | ❌ | ✅ | ✅ |
| AI Agent Ready | ❌ | ⚡ Partial | ✅ Complete |
| On-Chain Tracking (TRUSD) | ❌ | ❌ | ✅ |
| Transfer Guarantee | ❌ | ❌ | ✅ Up to $500K |
| SAML SSO & CMEK | ❌ | ❌ | ✅ |
| Audit Trail | Cloud Logging | Database | Immutable Ledger |
| Best For | Small-Mid Custodians | Plan Service Providers | Industry Leaders |
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 Connect. Grow to 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