---
title: Account Owner Portal Guide (Optional Feature)
description: This training guide explains the functionality of the Account Owner Portal, an optional feature that financial organizations can purchase for use by their account owners.
---

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# Account Owner Portal Guide (Optional Feature)

## This training guide explains the functionality of the Account Owner Portal, an optional feature that financial organizations can purchase for use by their account owners.

The Account Owner Portal provides IRA and HSA owners online access to their accounts that are housed on the Superior platform. Account owners can complete transactional forms, view account history, and retrieve copies of current and previous year tax forms if allowed by your financial organization.

To download the Account Owner Portal guide, which includes an overview of the functionality for your financial organization and your account owners, click **[HERE](https://help.superiorira.com/hubfs/Account%20Owner%20Portal%20Guide.docx?hsLang=en).**

If your organization is not signed up for the Account Owner Portal and would like more information about this feature, please contact our Superior Sales Team.

 

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