Office Operations

Operational Updates Effective

Advanta IRA has made several updates to our operations to serve you, our valued client, better. Please see the information and links below for the updates that impact your account. If you have any questions, please contact your account manager at 800.425.0653.

Hurricane Ian Banner

Advanta IRA’s offices will reopen Friday 9/30 at  8:30 am ET.

Our Webinars on Tuesday and Thursday this week will take place as scheduled.

There will not be a podcast this week.

Updates to your Custodial Agreement & Disclosure Statements (form 5305) – Effective 6/1/2022

The custodial agreement details the rules and regulations that determine how your account is administered. The form below is an updated version of the account disclosure you received when you first established your account.

If your account starts with 15, please click on your account type below to review the updated form:

If your account starts with 80, please click on your account type below to review the updated form:

Revised Fee Schedule – Effective 6/1/2022

We have made slight changes to our recordkeeping fees—which have not been changed in over a decade. These changes will only impact certain account holders and/or assets.

CLICK HERE for the new fee schedule.

Advanta IRA’s Enhanced Client Portal – Launches on  6/1/2022

To better serve you, Advanta IRA has made several updates to our online portal with new features that make self-directing your account even easier.

Our Client Portal allows you to:

  • Pay expenses related to your IRA-owned asset(s)
    • NEW FEATURE – You will be able to save payees, which makes paying recurring vendors faster and easier.
    • NEW FEATURE – Schedule bill payments for future payments.
  • NEW FEATURE – Upload documents
  • NEW FEATURE – Change your username
  • Request cash distributions
  • Check your account balances
  • View your holdings and past transactions
  • View your statements and tax forms
  • Open a support case to request assistance with your account
  • Change your contact information

You can access the online portal HERE, and the new features will be live on June 1st.

Enhanced Online Account Application – Launches on 6/1/2022

Do you (or someone you know) want to open a new Advanta IRA account? Starting June 1st, 2022, you will be able to open Advanta IRA accounts via our improved online account application process, which will make it faster and easier to establish your account. Check back for more information and the application link.

Enhanced Fraud Prevention Measures – Effective 3/1/2022

Due to the rising threat of industry-wide fraud, Advanta IRA has put additional verification procedures into place to help protect your account. LEARN MORE

Mail Delays

The USPS has changed first-class mail timeframes, which may result in longer delivery times. For time-sensitive materials, please allow for extra delivery time for USPS or send via UPS or FEDEX.

If you have any questions about our operations, please call 800.425.0653 or Contact us.
Click here for more information about our Tampa Bay office, here for more information about our Atlanta office, and here for the Carolinas and Tennessee area.