Get in touch with our specialists
We’re here to help with all of your questions! Fill out the form below and we will reach out to you as soon as possible!
Have questions?
Don’t worry, we have a list of commonly asked questions and answers for your easy reference.
Want to chat?
Still have questions after reviewing the FAQs or just want to talk to a real person?

Contact Us
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.
What are your customer service hours?
Live support hours are Monday–Friday, 8 AM–5 PM Central Time.
How long does it take to get a response?
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.
Can I schedule a consultation with a specialist?
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.
Where is IRA Financial located?
IRA Financial’s headquarters is located in Sioux Falls, South Dakota at 5109 S Broadband Lane.
Do I need to be a current client to ask a question?
Not at all — we welcome questions from prospective clients. Feel free to contact us if you’re exploring your retirement planning options.
How do I access my IRA Financial account online?
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.
I forgot my login details. Who can help?
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.
What documents should I have ready before calling or emailing?
For faster service, please have your account number ready. This helps us locate your records quickly.
Who should I contact for specific questions or support needs?
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