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How do I set up an account?

Posted on: December 10, 2019

You can set up an account online by clicking on the following link: Account Setup. Be prepared to upload a current copy of your photo ID. Also, you will be asked to name your IRA Beneficiaries (the individuals who will inherit the IRA), along with their contact information and social security number. If you have this information handy then the application should take no longer than 10 minutes to complete.

Everything from customer service to setting up my account to getting my money was A+. I would highly recommend doing business with them.

Joe D.
Solid service and attention to detail.

Clint C.
They were fast efficient and did what they said they would. Would recommend.

Gabriel E.
Madison Trust is that rare company where customer service is alive and well. No endless phone menus just to be routed to a call center somewhere overseas. Instead, your calls are answered by associates who have great communications skills and who really know their stuff! They are quick to answer any questions you may have and will make sure you are satisfied by the end of your call. It really is a pleasure to do business with this company.

Mark P.
Madison Trust has been great to work with. They’ve been responsive, helpful and I can actually talk to a real person when I need to. So refreshing these days.

Michael K.