Your Retirement Account Your Way

More Choices. More Control. More Flexibility.

A Smarter Way to Invest

IRA Services is the preferred choice for individuals to use their 401(k) and IRA retirement account funds to invest in real estate, private equity, hedge funds, venture funds, and other non-exchange traded assets. We offer more choices, control and flexibility.


 

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. 

Understanding the Different Ways to Invest

401(k)s

Does your employer offer a 401(k) plan? Read about rolling over these plans to invest in traditional and non-exchange traded assets.

IRAs

Looking to save for retirement without the help of an employer? Learn more about how individual retirement accounts work.

What is a 401(k) Plan?What is an IRA?

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

About UsOpen An Account

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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