Directory

Main Office:

4135 South Stream Blvd.
Suite 500
Charlotte, NC 28217
[Map]

PH:  (888) 600-7655
FAX: (704) 295-1202
Please do not fax confidential
information to the above fax number

Corporate Retirement:
PH:  (866) 827-9608

Individual Retirement:
PH:  (888) 600-7655

Retirement Center hours:
8am to 7pm EST Mon-Fri

Contact Us

Who are you?

Contact Information for Individual Investors

Advisors, Administrators, Sponsors, Financial Institutions
Contact Information for Individual Investors
E-mail

E-mail a Retirement Counselor for help with a rollover

E-mail a Customer Service Account Manager for help with account management
or log-in for Account Maintenance
Telephone

Retirement Center for help with a rollover

Monday - Friday, 8AM to 7PM Eastern


(888) 600-ROLL
(888-600-7655)

Customer Service Account Manager for help with existing accounts

Monday - Friday, 8AM to 7PM Eastern


888-IRA-SMRT
(888-472-7678)
Mail

Rollover Securities Retirement Center

4135 South Stream Blvd
Suite 500
Charlotte, NC 28217

Rollover Shareholder Services

4135 South Stream Blvd
Suite 500
Charlotte, NC 28217
Corporate Contact Information
General Sales

Internal Sales Desk

(866) 827-9608
Regional Sales Directors

South Regional Sales Director

Mike Wilder

(704) 248-5875

North Regional Sales Director

Carolyn Richardson

(978) 921-1378

West Regional Sales Director

Rick Meyeres

(800) 992-8820
Plan Sponsors

(704) 295-1234
Institutions

(704) 295-1234
Media Relations and General Inquiries

(704) 295-1234