Contact
Talk to us.
Pick the fastest path below, or send a note with the form — we read everything. Note that, as a pre-charter demonstration, Institutional Trust Company is not currently opening accounts.
Open an account
See how custody works for your accounts and what you can hold.
Get started →Support
Help with an account, a rollover, or the platform.
hello@investorservices.com →Security
Report a vulnerability or request our security package.
Security policy →Press
Interviews, quotes, and brand assets.
Media resources →Support
Support, built around your accounts.
Most answers live in the learning center. When you need a person, reach the right desk — and know what to expect before you write.
Learning center
Guides, calculators, the investor glossary, and account explainers.
Open the learning center →Trust Center
How assets are held and secured, and our current operating status.
View the Trust Center →FAQs
Common questions on accounts, custody, security, and status.
Read the FAQs →General & account questions
hello@investorservices.com
Advisors & partnerships
Book a partner demo, or ask about custody for your firm.
Institutional Trust Company
+1 (605) 205-2500
Security & trust
Security is the foundation.
Investor Services is secured all the way down to the record. Here’s how to report an issue, request our documentation, and review the controls behind the platform.
Report a vulnerability
Responsible disclosure to security@investorservices.com — acknowledged within one business day; we won’t pursue good-faith research.
Security policy →Request security documentation
Our security package — controls overview, data handling, and subprocessors — is available under NDA.
Start with an NDA →Trust Center
Security architecture, how assets are held, and data handling, in one place.
Open the Trust Center →For coordinated disclosure or a security review tied to a procurement, email security@investorservices.com and reference your organization.
Send a message
Office
Financial Infrastructure, Inc.
PO Box 1410
Menlo Park, California 94026-1410
General
hello@investorservices.com
+1 (605) 205-2500 · Institutional Trust Company
Legal
Offices
Company · Legal
Legal
Agreements and policies that govern working with Investor Services — start with the mutual NDA.
Mutual NDA
Execute a mutual NDA before sharing anything confidential.
Review →Terms of use
The terms governing use of the website and services.
Review →Privacy policy
How we collect, use, and protect personal data.
Review →Cookies policy
How we use cookies and how to manage your preferences.
Review →Security policy
Coordinated vulnerability disclosure and security contact.
Review →Disclosures
Important disclosures about accounts, custody, and status.
Review →Educational only. This page is general information, not individualized investment, legal, or tax advice. Rules depend on your account type, transaction, tax year, and circumstances — consult a qualified professional.