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IRA Services Trust Company


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Location details

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

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Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
2.548 reviews
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Bob J.'s profile image
Bob J. 
on Birdeye

3 years ago

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. 

John S.'s profile image
John S. 
on Birdeye

3 years ago

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.  

Robert A.'s profile image
Robert A. 
on Birdeye

4 years ago

high fees and took 6 weeks + $300 cost to get money out. 

Suddarth for C.'s profile image
Suddarth for C. 
on Birdeye

4 years ago

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.  

Joshua J.'s profile image
Joshua J. 
on Birdeye

4 years ago

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 you... read more

Rob U.'s profile image
Rob U. 
on Birdeye

5 years ago

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. ... read more

Frequently asked questions about IRA Services Trust Company

How is IRA Services Trust Company rated?

IRA Services Trust Company has a 2.5 star rating with 48 reviews. 

When is IRA Services Trust Company open?

IRA Services Trust Company is closed now. It will open tomorrow at 9:00 a.m. 

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