Close

The right insights, right now

Access the latest news, analysis and trends impacting your business.

About Broadridge

Additional Broadridge resources:

View our Contact Us page for additional information.

Resource

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: mscsiraservice@broadridge.com or call our service line at 1-888-947-3472.