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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.

General Topics

Checkbook IRA LLC Overview

Checkbook IRA Trust Overview

The Role of IRA Services Trust Co. as IRA Custodian

Checkbook IRA LLC Instructional Guide

Checkbook IRA Trust Instructional Guide

Maintenance Topics

Online IRA Account Dashboard

Annual Administrative Checklist

Year-End Valuation

Fees and Minimum Cash Balance

Address Change

Checkbook IRA Health Checkup

Fix IRA Account Delinquencies

Funding Transactions

Adding Funds to your Checkbook IRA

Taking Distributions from your Checkbook IRA

Specialty Topics

Change IRA Custodian to Kingdom Trust Co.

Shutting Down a Checkbook IRA


Support Contacts

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.



Online Help Center

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 support@ira123.com 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.




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