Account specialists are available 8 am to 5 pm M-F Arizona MST
| 01/01 | 01/19 | 02/16 | 05/25 | 06/19 | 07/03 | |
| 09/07 | 11/11 | 11/26 | 11/27 | 12/24 | 12/25 | 1/1/27 |
Get help with a transfer or rollover, set up a new account, or ask any other questions you might have.
| 1 -Direct Extension 2 - New Account - 1 Self-Directed IRA - 2 Solo 401(k) - 3 Other Accounts | 3 = Existing Clients – 1 Transfers & Rollovers – 2 Investments – 3 Contributions & Distributions – 4 Billing – 5 Other Questions 4 = General Business Questions |
Email: [email protected]
Phone: 623.400.1780
Contact our New Accounts team for assistance opening a self-directed IRA, Solo 401(k), HSA, or other retirement account, questions about account options, or help getting started with self-directing. Click here to Book a New Account Call with a self-directed IRA specialist
Email: [email protected]
Contact our Client Services team for help with general account questions, online account access, account updates, statements, or assistance navigating your existing account.
Email: [email protected]
Contact our Funding team for assistance with transfers, rollovers, contributions, incoming wires, or questions about moving funds into your self-directed retirement account.
Email: [email protected]
Phone: 623.439.8554
Contact our Investments team for assistance making a new investment, questions about an investment in process, or to make an additional investment in an existing asset.
Email: [email protected]
Contact our Billing team for assistance with invoices, payment methods, annual fees, transaction fees, or questions regarding charges on your account.
Email: [email protected]
Contact our Distributions team for assistance with retirement account withdrawals, Roth conversions, required minimum distributions (RMDs), in-kind distributions, or distribution processing questions.
Email: [email protected]
Contact our Contributions team for assistance with annual IRA contributions, SEP contributions, HSA deposits, contribution corrections, or questions regarding contribution eligibility and limits.
If you’re unsure which option above is best, send us a message using the form below and our team will point you in the right direction. For account-specific questions or faster service, we recommend using the links above.
New to self-directed retirement accounts? These resources are designed to help you understand the fundamentals and get started the right way.
Access curated webinars, guides, and educational content covering investment options, account structures, and the rules that govern self-directed IRAs.
Mat Sorensen, Attorney, CEO, and Founder of Directed IRA, wrote the #1 book on self-directed IRAs – selling over 50,000 copies nationwide. The Self Directed IRA Handbook is a comprehensive guide written for both investors and advisors alike. Get access to your SDIRA Handbook resources today!
Mat Sorensen, Attorney, CEO, and Founder of Directed IRA, wrote the #1 book on self-directed IRAs – selling over 50,000 copies nationwide. The Self Directed IRA Handbook is a comprehensive guide written for both investors and advisors alike. Download your free copy today!