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What account information can I access from my online account?

Posted on: December 10, 2019

Your account history displays all incoming cash, outgoing cash, and custodial/transaction fees in addition to an overview of the assets held within the account. As an added benefit you can also access quarterly account statements (*please note that paper statements are only mailed annually-  at the close of each calendar year).

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  • 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.
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Madison Trust Company
Corporate Headquarters:
Madison Trust Company
401 East 8th Street • Suite 200
Sioux Falls, SD 57103
Mailing Address:
Madison Administration Company
One Paragon Drive • Suite 275
Montvale, NJ 07645
Hours:
Monday - Thursday: 9:30AM - 5:30PM EST
Friday: 10:00AM - 4:00PM EST
Saturday/Sunday: Closed
Contact:
(800) 721-4900
[email protected]
F: 845-947-1212
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  • About Us
    • Our Story
    • Our Team
    • Fast Facts
    • Reviews
    • The Madison Advantage
  • Self Directed IRA
    • How To Set Up a Self Directed IRA
    • Self Directed Roth IRA
    • What can an IRA invest in?
    • Role of Self Directed IRA Custodian
    • Choosing the Right Kind of Self Directed IRA
    • Prohibited Transactions
    • UBIT
    • UDFI
  • Assets
    • Real Estate
      • Real Estate IRA Basics
      • Real Estate – Why Is It So Popular?
      • Real Estate Self Directed IRA
      • How to Buy Real Estate with a Self Directed IRA
    • Private Placements
    • IRA LLC
    • Promissory Notes
    • Gold
  • FAQs
    • General Questions
    • Opening Your IRA
    • Funding Your IRA
    • Investing Your IRA
    • Contributions
    • Distributions
    • Roth Conversions
    • Fees
    • Tax Forms
    • Ongoing Account Maintenance
  • Pricing
    • Pricing Model
    • Fee Schedule
    • Comparison Calculator
  • Resource Center
    • FORMS
    • Processing Timeframes
    • Account Maintenance
    • Delivery Instructions
  • Blog
    • How To
    • In The News
    • Real Estate
  • Contact Us
  • (800) 721-4900

    [email protected]