IRA Services Trust Company

IRA Services Trust Company is a self-directed IRA custodian based out of San Carlos, CA, and licensed in South Dakota. According to their website IRA Services Trust Company was founded in 1969 and began offering self-directed IRA accounts to investors in 1979. They first became licensed as a Trust Company in the state of South Dakota in 2008.

Below you will find more information about IRA Services Trust Company. If you have personal experience working with IRA Services Trust Company, please make sure to share with the community in the comments section at the bottom of the page (if your comment is negative, please keep it civil and constructive).

IRA Services Trust Company Licensing:

Custodial type: non-depository trust company
State where licensed: South Dakota
Date license issued: 06/06/2008

IRA Services Trust Company Clients:

Clients: 35,000+
Assets under custody: $3 Billion +

Client Protections

Better Business Bureau (BBB) Accreditation: Company is accredited by the BBB
BBB file opened: 09/30/2008

To view the complaints brought against IRA Services Trust Company, view the company’s BBB profile.

IRA Services Trust Company’s Leadership & Staff:

CEO: Edwin Blue
Staff size: ?

IRA Services Trust Company Location:

1160 Industrial Rd, Ste 1
San Carlos, CA 94070
IRA Services Trust Company Location


Fee Schedule for IRA Services Trust Company Self-Directed IRAs

The fee schedule for IRA Services Trust Company self-directed IRAs can be found here.

Other Products Offered By IRA Services Trust Company:

Coverdell Education Savings Accounts

IRA Services Trust Company’s Contact Information

Phone: 800-248-8447
Fax: 650-591-2168
Hours: Monday – Friday 8:00 AM – 5:00 PM PST

We do our best to ensure that all the information provided above is accurate, however, if you find something is in error, or if you have new information on IRA Services Trust Company which warrants addition to this page, please email us at

4 thoughts on “IRA Services Trust Company

  1. I would like to understand more.
    If I have a self-directed IRA and use it to invest in rental property. Do I need to have a accountant to do my paper work or I can do it by myself?
    What is the fee for setting up a self-directed IRA?

    my email is

  2. Hello,

    I work for a financial advisor and we are trying to find a custodian to bring several accounts over; we invest in limited partnerships and need a custodian to work with us. Please contact me. Thank you!

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