Expand Your Service Offerings Through Our IRA Advisor Program
Give your clients the benefit of investing in alternative assets using self-directed IRAs. Self-directed IRAs will give your clients the flexibility to invest in assets outside of the traditional stock, bond, and mutual fund investments. Over the past 35 years, we have partnered with professional advisors like you to complement your business and service offerings.
Whether you are a seasoned professional looking for a new IRA custodian or wish to expand your service offering, IRA Services has you covered. We are here to help you improve your operational solutions and efficiency so you can do more for your business and your clients.
How It Works
Getting Started
As a financial advisor helping your clients diversify, you may have been asked if a product can be purchased by an IRA, 401(k), or qualified account. The answer to that is, “Generally, yes.”
The Process
You then call on IRA Services for custodial support, because you have heard that we make the process fast, easy, and seamless. We understand that you want to get back to what is important- managing your business.
The Benefits
IRA Services then takes care of all the Federal and state filings and reporting. To help tailor your services specifically for your market, you will have access to the tools you need inside our newly updated portal.
Why IRA Services Trust Company?
Monitor your clients account activity with 24/7 online access
Competitive maintenance and transaction fees
Hassle-free streamlined process, automation and reporting
Vast knowledge base of best practices and investment requirements
Fee Billing Service for investment providers and their investors
What are the alternative assets IRA Services Trust Company Offers?
Investing beyond stocks, bonds and mutual funds™
