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We’re Here to Help You Invest Confidently.

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Avoid password frustration—learn how to access your IRA Financial account smoothly every time.

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Need to Submit Your Valuation?

Ensure your Fair Market Valuation is submitted on time, without confusion or errors.

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Use our simple contact form to describe your issue—we’ll make sure it reaches the right team fast.

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How-To Videos

Everything you need to confidently navigate your IRA Financial account—step by step.

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Don’t worry, we have a list of commonly asked questions and answers for your easy reference.

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Customer Support

9:00AM – 6:00PM EST | Mon-Fri

Email
info@irafinancial.com

Phone
Tel: 1-800-472-1043
Fax: 1-605-415-4296

Mailing Address

IRA Financial
5109 S Broadband Lane
Sioux Falls, SD 57108

FAQs

What is the best way to contact IRA Financial?

During normal business hours, we can be reached directly by phone (800-472-1043) or live chat. Outside of business hours, you can submit the “Contact Us” form above or email us at info@irafinancial.com.

Live support hours are Monday–Friday, 8 AM–5 PM Central Time.

We aim to respond to all inquiries within 24 to 48 business hours. For urgent matters, calling us directly is the fastest way to get help.

Yes! If you are looking for help in opening a new account, you can book a free consultation with one of our self-directed retirement experts here to discuss your goals and questions.

IRA Financial’s headquarters is located in Sioux Falls, South Dakota at 5109 S Broadband Lane. 

Not at all — we welcome questions from prospective clients. Feel free to contact us if you’re exploring your retirement planning options.

You can log in to your account through our Client Portal. If you’re a new user, follow the prompts to register and set up your login credentials.

Click on the “Forgot Password” link on the login page to reset your credentials. If you need further help, email us at info@irafinancial.com or call us during business hours.

For faster service, please have your account number ready. This helps us locate your records quickly.

When calling IRA Financial, here is a quick guide to help you make the right selection when promoted by our phone system.

  • Compliance – For help with reporting, plan documents, or beneficiary updates
  • Customer Support – For general help with your account, portal access, or common inquiries
  • New Accounts – For help with opening a new self-directed retirement account
  • Billing – For questions about invoices, fees, or payment methods
  • Entities – For support with LLCs, trusts, or other entity-related structures linked to your account
  • Incoming Funds – For assistance with rollovers, transfers, or contributions into your account
  • Outgoing Funds – For distributions, investments, or wiring funds out
  • ROBS (Rollover as Business Startup) – For questions about ROBS setup, maintenance, or compliance