Gain peace of mind and secure your funds with a Qualified Trust Agreement-account today!

Our security protocols ensure that your money will be kept safely in your exchange account. How? Simple - it’s all in the type of account that we open with the bank, and the proprietary process we follow to send outgoing wires. It's so secure compared to the industry standard that we have a patent-pending on it. Learn More.​​​​​​​

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Every secure exchange we open includes a Qualified Escrow Agreement which requires the bank to obtain your signature before moving any of your money.

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Once the account is funded, 1031 Exchange Advantage ® cannot touch your funds without your signature. Sure we have insurance for Errors and Omissions and a Fidelity Bond for theft, but the best way to secure your funds is to use a Qualified Escrow Account that restricts our access to your funds, and makes the bank “the policeman”.

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By setting up a Qualified Escrow Account where the bank is required to obtain your signature and authorization prior to a wire transfer, your funds cannot be touched without your written approval. Much like a bank, we also use two-factor authentication to further secure your account and wire authorization – and that’s what you need! If you have further questions about our security protocols, please give us a call at (866) 944-1031.