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
Email: info@SDIRAServices.com
Ryan Schneider, VP - Business Development
ryan.schneider@SDIRAServices.com
ext. 4004
Kelli Click, President
kelli.click@SDIRAServices.com
ext. 4001
Client Service
For assistance with an existing IRA account, please call or email us.
Phone: 866.928.9394 or 512.637.5739
Note: For security reasons, information such as account numbers, account holder names, passwords, or social security numbers should only be sent via our secure encrypted email portal, Secure Messaging. Please use this feature when sending information to our representatives listed below.
Camron Berger, IRA Operations & Service Manager
camron.berger@SDIRAServices.com
ext. 4003
Accounting
For invoicing questions or investment confirmations & pricing support
Annette Blumenthal, Accounting Manager
annette.blumenthal@SDIRAServices.com
ext. 5740
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
