Note: Redemptions cannot be done over the phone and distribution requests take up to 10 business days when received in good order.
Take Action on
My Account
Actions that you can take on your account include*:
Distribution
Rollover to my existing Plan
Transfer to my existing IRA
Transfer to a new IPX IRA
Invest in No-load Institutional Share Class Mutual Funds with no minimum investment requirements and lifetime income options with our exceptional IRA solution
By converting your Safe Harbor IRA to our innovative IRA solution you can invest in no-load institutional share class funds and thousands of mutual funds and ETFs. Complete an application at iraessentials.com or call us at 844-788-3474 to get started.
Accept my account
Change my address
Add my beneficiaries
*An Account Application is required before any action can be performed on the account as the account was opened on your behalf by your former employer.
Check My
IRA Balance
Please note: The process to check your account balance has changed. Please follow the instructions provided to check your Safe Harbor IRA account balance.
IRA Frequently Asked Questions
View the current Stable Asset Fund fact sheet for the current rate of return
Safe Harbor IRA — Investor Customer Service
For faster service, please utilize the online options.
Toll-Free Phone |
844-788-3474 |
Fax |
877-657-2662 |
P.O. Box |
PO Box 4637 Englewood, CO 80155 |
Secure Upload |
Secure Upload |
Contact customer service for help on your account.
Safe Harbor IRA – Investor Customer Service
Toll-Free Phone |
844-788-3474 |
Fax |
877-657-2662 |
P.O. Box |
PO Box 4637 Englewood, CO 80155 |
Secure Upload |
Secure Upload |
Toll-Free Phone
Fax
P.O. Box
PO Box 4637
Englewood, CO 80155