Support Topics: Checkbook IRA with IRA Services Trust Co.
This page is an index of support topics for Checkbook IRA plans with IRA Services Trust Co. (ISTC) as custodian.
Safeguard Advisors utilized ISTC as custodian for plans created between 2005 and 2015.
For question about IRA account maintenance or to check on the status of an IRA-level transaction in-process please contact IRA Services Trust Co. directly.
Monday – Friday; 8:00am – 5:00pm Pacific time
For general operational questions, or questions specific to investment transactions you intend to make within your Checkbook IRA, please contact Safeguard Advisors.
Please email firstname.lastname@example.org to initiate requests. Most questions are asked frequently and we can generally provide a detailed written response promptly. If your question requires, we will have the correct resource on our team reach out to you personally.
For matters that require explanation please Schedule a Support Callback.