Why a support ticket works best
A ticket gives us the full details of your question in one place, so we can route it to the most appropriate person on our team and respond clearly in writing. Your answer stays with the ticket, so you can refer back to it whenever you need it.
When a phone call makes sense
Some matters are complex enough that a conversation will resolve them faster. When we determine a call is the best way forward, we will send you an invitation to schedule a time.
What support can help with
Our support team can answer questions about plan operations, IRA-level transactions, compliance with IRS rules, and how your plan works day to day. Self-Directed Plans cannot provide tax, legal, or investment advice. For those questions, work with a CPA, tax attorney, or licensed investment advisor.