COMING SOON
Retirement Custody
Self-Directed IRA Custody for Modern Advisors
Retirement custody, modernized
Most retirement custodians were built for an era of mutual funds and stocks. Today’s clients want exposure to alternatives, precious metals, and digital assets. Retired.com supports the full spectrum inside compliant, qualified retirement custody.
Self-Directed IRA Custody
Multi-Asset Support
Securities, real estate, private placements, precious metals, and digital assets inside a single retirement account structure.
Full Transparency
Oversee client accounts and activity including total funds, transactions, and detailed reporting.
★★★★★
Top Benefits of Partnering With Retired.com for Retirement Custody
Alternative Asset Capability
Hold real estate, private equity, precious metals, and crypto inside retirement accounts.
Advisor-Friendly Model
Designed around how advisors actually run their practices, with integrations for the platforms you already use.
Compliance Confidence
Tax reporting, and RMD support handled to standards your auditors and regulators expect.
Transparent Pricing
Predictable, disclosed custody fees with no surprise charges
Streamlined Operations
Digital onboarding, rollovers, and integrations with portfolio and planning tools reduce paperwork. RIAs spend less time on back-office tasks.
COMING SOON
How Custody Operations With Retired.com Works
Onboarding
Ongoing Administration
Strategies
Your retirement blueprint, for free
Ready to see how how custody solutions can fit your investment strategy? Start here. Check out our resource center for all things retirement. Written by our specialists, built for investors interested in tax-free growth.
Learn Before You Start with Retired.com’s Custody Content
Featured in
Frequently Asked Questions
What account types do you custody?
Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, Solo 401(k)s, and inherited IRAs are all supported.
What alternative assets can be held?
Real estate, private placements, promissory notes, precious metals, and digital assets, in addition to traditional securities.
Do you provide tax reporting?
Yes. We produce IRS Form 5498 and 1099-R for account holders and provide advisor-level reports on contributions, distributions, and asset valuations.
How do you support RMDs?
We calculate, notify, and process required minimum distributions in coordination with the advisor, ensuring compliance with current IRS rules.
How do you integrate with advisor platforms?
We support API and SFTP integrations with major portfolio management, performance reporting, and CRM platforms used across the RIA channel.
What is your fee structure?
Pricing is based on account count, asset mix, and service tier. We share a transparent fee schedule before any agreement is signed.
How long does onboarding take?
Most partners are fully live within four to twelve weeks, depending on book size and integration complexity.
How is client data protected?
Client data is protected with encryption at rest and in transit, role-based access controls, and SOC-tested operational practices.
*Based on assets under custody across all retired.com consumer brands as of 05/18/2026.
**Review and rating count is aggregated across public review platforms and app stores for all Retired.com consumer brands. Average platform rating is calculated as the average of displayed ratings and not weighted by review or rating count.
Reviews and media mentions listed on this page include those across all Retired.com consumer brands.
Your Future Starts Now. Let’s Build It Together.
A retirement custodian built for today’s clients
