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