Do more for your business with the 
Investor Services Cloud Platform

Give your clients the benefit of investing in alternative assets with a self-directed IRA. Our IRA Advisor Program gives advisors and investment professionals like you access to tools that help complement your business and service offerings.

 

Fast

Investor Services streamlines the process of alternative investing from weeks to days. 

Easy

We understand you have better things to do than scan, copy, fax or mail documents.

 

Secure

Sophisticated bank-grade security lets you transact alternative investments safely. 

A Qualified Custodian You Can Trust

For over 37 years, IRA Services has made its mark as one of the best custodial trust companies around. When you work with us, you’re working with the industry leader in alternative asset custody solutions. Our rich history, and proven track record sets us apart from other self-directed IRA custodians. 

Beyond stocks, Bonds and Mutual Funds

About UsOpen An Account

The Lowest Fees Around

Our low and transparent fees mean our customers are able to do more and pay less. Working with us saves your client money and helps ensure that it stays where it belongs- in their retirement funds.

The Fastest and Easiest Path to 
Managing Retirement Accounts

The Investor Services Cloud Platform™ is a platform built for the future. Our cloud-based software enables customers to open, fund and invest from their digital dashboard. We support a paperless process that allows for the most time sensitive transactions to be submitted and processed in real-time.

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

The Fastest and Easiest Path to 
Managing Retirement Accounts

The Investor Services Cloud Platform™ is a platform built for the future. Our cloud-based software enables customers to open, fund and invest from their digital dashboard. We support a paperless process that allows for the most time sensitive transactions to be submitted and processed in real-time.

How it Works

Open Account

Open an account online in as little as 5 minutes using the Investor Services Cloud Platform™.

Fund Account

Rollover, transfer and fund your accounts safely and securely.

Manage Account

Submit personal and investment documents digitally. Manage your accounts through one dashboard.

Open an Account, today.

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