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Matrix Trust Company FAQ

Frequently asked questions and resources about Matrix Trust Company.

Communications Cloud article

Frequently Asked Question About Matrix Trust Company

Affiliates: Matrix Trust Company Safe Harbor IRA FAQs

arrow-closedWhy do I have an IRA at Matrix Trust Company?

arrow-closedDo I have more than one IRA at Matrix Trust Company?

arrow-closedHow can I close this account?

arrow-closedWhy do I need to complete the IRA Simplifier and Customer ID forms?

arrow-closedWhat taxes and penalties will I incur by closing my account?

arrow-closedWhat fees are associated with this account?

Important Forms and Information

Matrix Trust Company Statement

If additional information is needed, questions may be addressed to Matrix Trust Company® at: or call our service line at 1-888-947-3472.