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IRA Services Trust Company

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48 reviews
|Investment Service|San Carlos, CA 94070 United States

1160 Industrial Rd #1, San Carlos, CA 94070 United States

(800) 248-8447

Open now:9:00 am - 6:00 pm


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48 reviews
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Bob J. review for IRA Services Trust Company
Bob J. on Birdeye

2 years ago

03/27/2021, 05:26 AM
You can"t do worst! They got my business with low fees. Got less than I payed for., so they raised their fees and lowered their level of service. Now they will extort a huge fee for moving elsewhere.. THANK YOU Uncle Sam for deciding I am incapable of being in charge of my retirement savings.
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John S. review for IRA Services Trust Company
John S. on Birdeye

3 years ago

07/30/2020, 15:04 PM
Forge Trust IRA Services charge way too much for the very little service they provide: $280/year for basically doing nothing but regurgitating the information the account holder provides. I would not do business with them again but they also charge a fee to leave. Choose a different trust company.
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Robert A. review for IRA Services Trust Company
Robert A. on Birdeye

3 years ago

04/25/2020, 04:21 AM
high fees and took 6 weeks + $300 cost to get money out.
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Suddarth for C. review for IRA Services Trust Company
Suddarth for C. on Birdeye

3 years ago

02/22/2020, 16:55 PM
IRA Services is competent at what they do but they are continuing increasing their fee structure. Quarterly charges have doubled in just 2 years and they charge $5 to make monthly transfers to your account. It is difficult to change trustees and they take advantage of this by continuing to charge more for basic services. Were I able to select a trust company over again, I would definitely NOT choose IRA Services.
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Joshua J. review for IRA Services Trust Company
Joshua J. on Birdeye

3 years ago

02/13/2020, 08:20 AM
IRA companies by and large offer no service and generally speaking charge you for the pleasure of holding your money hostage. In my experience, the best you will get is one that discloses their fees upfront. Unfortunately, this is not one of those companies. I'd compare IRA Services to Comcast cable. The worst example of capitalism on the planet. This company will routinely charge you fees without telling you and when you finally decide to leave this company they will charge you $150 for the pleasure of taking your money. If you happen to end up seeing this company as part of a package deal. A deal where you get IRA Services for Free, this is a scam. The "Free" status is either removed completely or your account minimums are jacked up. Stay away!
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Rob U. review for IRA Services Trust Company
Rob U. on Birdeye

4 years ago

04/12/2019, 10:07 AM
Without exception, every agent that I have had the misfortune to speak to in 7 years with this company lacked a good customer service attitude. This company has a poor customer service culture, most likely starting with senior leadership. The customer's investments, which often lack liquidity, limit their options to take their business elsewhere without incurring excessive fees. They take undue advantage of these circumstances The most recent example would be the 7 $15 invoice fees, for which I never received an invoice. A line on a statement, NEVER transmitted to me, is NOT an invoice. Upon inquiry, one of the agents (John?) took great pleasure explaining the fees saying "I know where you're going with this..." Why did they not send the invoices via email? Good customer service would have been "I'm sorry you were not aware of these fees. We will remove the fees to date, but you will be responsible for depositing cash or future fees." The former is only one of many issues that I've had.
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