An all-in-one solution that enables customers, employees, and partners to open, fund, and invest in real-time using their 401(k)s and IRAs.

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

Contact Us

Investor Services

PO Box 7080
San Carlos, CA 94070-7080

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

Fast

Streamlined process for opening, funding and investing in real-time.

Easy

Fully integratable solutions that simplify investing in your offerings.

 

Secure

Sophisticated bank-grade solutions keeps personal information safe and secure.

Investor Services Cloud Platform

Learn about what ISCP™
can do for your business

The path to 12x more capital starts with ISCP™

401(k) and IRA accounts provide access to 12x more investment dollars than Checking and Savings accounts combined.

ISCP™ uses the power of cloud technology to connect you directly to your customers, while backend investment processing capabilities are accessed via secure APIs.

Cloud-based capabilities provide agility to plug into core business services and scale those services on demand, without your IT department having to rebuild core infrastructure.

An intelligent and sophisticated solution for retirement account investing that is dynamic, real-time and always available.

Connect to your customers in a whole new way- when they open their IRA in the cloud. And cut down your current custodial procedure from weeks to days, and days to minutes.

Accelerate your time to market with instant access to the Investor Services Cloud Platform™. The market-ready solution that enables your company to focus on innovation and business transformation. 

      Launch new products

      Expand into new markets

While we take care of compliance, regulatory and administrative needs.

ISCP™ powers the transaction and administration of 401k and IRA investments through a white-label branded process that keeps your customers where they belong- on your website.

Lead Your Companies Growth Revolution

With ISCP™ your company can focus on more strategic things, such as:

Offer your customers our service under your own brand.

ISCP™This is what the future looks like

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Who Uses ISCP

  • Scalability
  • Cost savings
  • Increasing speed and service efficiencies

A Smarter Way to Raise Capital™

Alternative Asset Transaction, Management, and Custody

About UsOpen An Account

ISCP™ enables organizations to enhance infrastructure without expensive IT renovations. We offer multiple levels of integration, that enables our clients to offer uniquely accessible investment opportunities by applying our technology and expertise.

•  Sponsors/Issuers  •  Leading P2P companies  •  Crowdfunding Platforms  •  Financial Services Companies  •  Public companies with bond funds  •  Wealth management firms