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Safe Harbor Information

Frequently asked questions and resources about Matrix Trust Company.

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Frequently Asked Question About Matrix Trust Company

Affiliates: Matrix Trust Company Safe Harbor IRA FAQs

Why do I have an IRA at Matrix Trust Company?

Do I have more than one IRA at Matrix Trust Company?

How can I close this account?

Why do I need to complete the IRA Simplifier and Customer ID forms?

What taxes and penalties will I incur by closing my account?

What 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.