Overview

businessmenAs the nation’s premier self-directed IRA administrator, the regional offices of Advanta IRA have over 25 years of experience and success in our industry.

Advanta IRA is composed of a group of elite self-directed IRA administrators serving clients nationwide. While maintaining separate entities, we work and market ourselves together to offer clients exceptional experience and knowledge that is paramount in administrating self-directed IRAs.

Advanta IRA ensures all elements of the administration of your account are performed properly and in compliance with Internal Revenue Service rules and regulations. We file reports on your behalf, issue statements and help you follow contribution limits and permissible transaction guidelines. You are able to focus on the more important task of identifying promising investments to add to your portfolio.

All Advanta IRA offices are independently owned. It is important to contact the correct office that you have been communicating with. Advanta IRA is trademark licensed to these offices. Advanta IRA does not endorse any investment product or give investment advice

We provide security for your self-directed IRA

Securities, mutual funds, and other non-traditional investments are not secured by the Federal Deposit Insurance Corporation (FDIC). However, the FDIC does protect cash deposits in the event of a bank’s failure: up to $250,000 per bank, per account holder, for each different type of account. Advanta IRA uses multiple banks that are insured by the FDIC to protect the undirected cash held within your IRA.

Learn more about the FDIC coverage and its limits at www.fdic.gov.

Our Custodian – First Trust Company of Onaga

Advanta IRA uses First Trust Company of Onaga (FTCO) as the custodian of self-directed custodial accounts. FTCO has been a trusted custodian for over 30 years, currently serving over 80,000 accounts holding a market value of over $7 billion. FTCO works in tandem with IRA administrators like Advanta IRA, providing excellent service for self-directed individual retirement accounts, health savings accounts and educational savings accounts.

FTCO is a custodian and bears no involvement in investment choices made by IRA holders. Their role is strictly custodial and/or administrative. The account owner or his/her authorized representative is required to order investment transactions, including choosing investments to be acquired by the account.

Like Advanta IRA, FTCO does not provide investment, legal or tax advice, and neither entity guarantees, endorses, evaluates, certifies or suggests any investment.

Advanta IRA IS NOT A FIDUCIARY:  Advanta IRA’s role as the administrator of self-directed retirement accounts is non-discretionary and/or administrative in nature.  The Account holder or his/her authorized representative must direct all investment transactions and choose the investment(s) for the account.  Advanta IRA has no responsibility or involvement in selecting or evaluating any investment.  Nothing contained herein shall be construed as investment, legal, tax or financial advice or as a guarantee, endorsement, or certification of any investments.

Advanta IRA has regional offices in Ft. Myers, Miami, Gainesville, and Tampa, FL; Atlanta and Thomasville, GA; and Newton, MA. To find out more visit our Contact Us page.

Download our Open Account forms and start taking advantage of tax-deferred or tax-free investment opportunities today!