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Due to higher than average call volume, you may experience extended hold time. Please utilize our online options if possible.

Your previous employer selected IPX Trust® (formerly FPS Trust) to establish an Individual Retirement Account (IRA) on your behalf under the Plan’s mandatory rollover provision.
To withdraw or move funds from your IRA, select TAKE ACTION ON MY ACCOUNT. No login is needed.

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

Select the Take Action button above to claim your account with IPX Trust®. Complete the online enrollment using your personal information that appears on your Welcome Letter. Please have a clear photo of your valid government-issued ID ready to verify your identity. No login needed.

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

Contact 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
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Q

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

844-788-3474

Fax

877-657-2662

P.O. Box

PO Box 4637
Englewood, CO 80155

Secure Upload

Secure Upload