About Us

Building modern solutions for an industry with old problems

We have always been a company geared towards service and solutions.  In 1979, banks and credit unions began outsourcing their IRA account administrative services to us, and we welcomed that opportunity by setting an industry standard of what those services should look like. In 2008 we established IRA Services Trust Company in an effort to bring this level of service to a greater number of people. Today, IRA Services Trust Company, provides full custodial and administrative services for retirement accounts (401K and IRAs) and custodies over $7B in assets.

 

In 2016, we launched the first release of the Investor Services Cloud Platform™, which powers IRA Services, MyFreeIRA™, and  InvestNow™.

 

The Investor Services’ brand family enables us to provide a number of services that benefit our customers- from advisors to large institutions to people from all walks of life who entrust us with the custody of their assets.

 

What We Offer

Capabilities

ISCP™ reinvents the way to open, fund and invest using Checking, Savings, 401(k) and IRA accounts. We’ve made it possible for investors, advisors and institutions to transact investments in real-time and in the cloud.

Who We Serve

Individuals looking for more choices, control and flexibility with their retirement accounts.

Financial Advisors, Investment Sponsors, CPAs, Attorneys and Real-Estate Professionals looking for tools that help complement their business and service offerings.

 

Companies, Institutions and Organizations looking to transact retirement accounts in real-time with our core suite of applications.

Responsibility

We are dedicated to improving your experience with us, and committed to positively influencing the advancement of technology that allows you to do more with your self-directed IRA.

As a fiduciary, we do not perform due diligence on any investments, nor do we provide any investment, legal, or tax advice. What we do provide is custodial administration you can trust.

Accounts

•  Self-directed IRA and 401(k) accounts

•  Taxable accounts

Services

•  Self-directed IRA account reporting, administration and custody

•  Private Fund Custody for IRA’s and Advisors to private funds

Technology

•  Bank-grade HMAC Encryption

•  Cloud-based infrastructure

•  API

With ISCP™ you can:

  • Open an account online in as little as 5 minutes
  • Rollover, transfer and fund accounts safely and securely
  • Submit personal and investment documents digitally

Contact Us

Investor Services

PO Box 7080
San Carlos, CA 94070-7080

Phone: (800) 248-8447
Fax: (605) 385-0050
Email: info@InvestorServices.com

INVESTOR SERVICES  AND THEIR REPRESENTATIVES DO NOT OFFER TAX OR LEGAL ADVICE. DO NOT PROVIDE INVESTMENT ADVICE, DO NOT SELL INVESTMENTS, DO NOT EVALUATE, RECOMMEND, OR ENDORSE ANY ADVISORY FIRM OR INVESTMENTS. INVESTMENTS ARE NOT FDIC INSURED AND ARE SUBJECT TO RISK, INCLUDING THE LOSS OF PRINCIPAL. CLIENTS ARE ADVISED TO PERFORM OR FACILITATE THEIR OWN DUE DILIGENCE WHEN INVESTING. THE INFORMATION CONTAINED HEREIN DOES NOT CONSTITUTE LEGAL OR TAX ADVICE AND SHOULD NOT BE CONSTRUED TO APPLY TO ANY INDIVIDUAL PERSON OR SITUATION. EACH PERSON SHOULD CONSULT WITH HIS OR HER OWN PERSONAL TAX ADVISOR, FINANCIAL PLANNER, ATTORNEY OR ACCOUNTANT WITH RESPECT TO SUCH INDIVIDUAL'S SPECIFIC SITUATION AND SHOULD NOT RELY UPON THIS INFORMATION WITHOUT SUCH CONSULTATION.

© Copyright 2017 Investor Services

Open an Account, today.

Start Now