IRA Services

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Forms

F.A.Q.

Online Asset Valuation

Contact Us

Please use the form below to let us know how we can assist you. To expedite the process, select an inquiry below, and we’ll send your email to the corresponding department. Files such as forms, documents and pdf’s can be uploaded along with your inquiry.

If you prefer to call us, you can reach us at:

Phone: (800) 248-8447

Please note: Due to various reasons, our Contact Center in South Dakota may either open late or close early. Please call our 800 number for updated hours of operation.

We will be in touch as soon as we process your inquiry:

Monday-Friday
7:00 AM – 5:00 PM PST

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Contact Information

Operations Center
IRA Services
PO Box 7080
San Carlos, CA 94070-7080

Mailing Address
Express Delivery Address
IRA Services
1160 Industrial Road, Suite 1
San Carlos, CA 94070-4128

Headquarters
IRA Services Trust Company
401 East 8th Street, Suite #222
Sioux Falls, SD 57103

Phone: (800) 248-8447
Fax:      (605) 385-0050

Email:  info@IRAServices.com

If you would like to login to your account, please click here:

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New to IRA Services? Please click here to register an account through our guided account registration portal:

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Contact Us

IRA Services
PO Box 7080
San Carlos, CA 94070-7080

(800) 248-8447
(605) 385-0050
info@IRAServices.com

IRA Services, Inc., Retirement Planning Service, San Carlos, CA

IRA SERVICES AND IRA SERVICES TRUST COMPANY AND THEIR REPRESENTATIVES IS NOT A FIDUCIARY UNDER ERISA AND 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.

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  • About Us
    • Why IRA Services?
    • Leadership
    • News
    • Contact Us
  • Client Services
  • Log In
  • Self-Directed IRAs
    • About Self-Directed IRAs
    • Small Business Plans
    • Rollover IRA
    • Traditional IRA
    • Roth IRA
    • SEP IRA
    • SIMPLE IRA
    • Self-Employed 401(k)
    • Open an Account
  • Alternative Assets
    • Real Estate
    • Promissory Notes & Trust Deeds
    • Private Equity
    • Managed Futures
    • Precious Metals
    • Equity Crowdfunding
    • Learn More About Alternative Assets
  • Advisors
  • Institutions
  • Learning Center
    • F.A.Q.
    • Prohibited Transactions
    • Fraud Protection
  • Blog
  • Forms