Contact Us
We're here for you.
Hours of Operation
Monday - Friday
8:00 am - 5:00 pm CST
Business Development
For assistance in opening a new IRA, please call or email us.
Phone: 866.928.9394 or 512.637.5739
Ryan Schneider, VP - Business Development
ryan.schneider@sdiraservices.com
ext. 4004
Kelli Click, VP - Marketing
kelli.click@sdiraservices.com
ext. 4001
Patricia Reyes, Support Specialist
patricia.reyes@sdiraservices.com
ext. 4003
Client Service
For assistance with an existing IRA account, please call or email us.
Phone: 866.928.9394 or 512.637.5739
Email: help@sdiraservices.com
Forest Reel, VP - IRA Operations & Service
forest.reel@sdiraservices.com
ext. 5610
Julie Seays, Client Relations Specialist
julie.seays@sdiraservices.com
ext. 5748
Annette Blumenthal, Operations Specialist
annette.blumenthal@sdiraservices.com
ext. 5740
Note: For security reasons, information such as account numbers, account holder names, passwords, or social security numbers should not be used in email correspondence.
toll free 866.928.9394
austin or waco 512.637.5739
fax 512.495.9554
HEADQUARTERS
Self Directed IRA Services, Inc.
600 Congress Avenue, Suite 400
Austin, Texas 78701
866.928.9394 toll free
512.637.5739 local
512.495.9554 fax
WACO
Self Directed IRA Services, Inc.
215 Mary Avenue, Suite 311
Waco, Texas 76701
866.928.9394 toll free
512.637.5739 main
254.759.1178 local
512.495.9554 fax