Secure 1031 Exchange Services

Secure 1031 Exchange Services

When it comes to your 1031 exchange, customers need a Qualified Intermediary (QI) that prioritizes the safety and management of their funds. They deserve a partner with a proven track record, robust financial standing, and service that spans the nation.

Security 1st Exchange delivers the quality and experience customers can depend on. We continuously demonstrate we’re the clear choice for any and all 1031 exchange needs. We provide a secure and trustworthy service. Every time.

Here's how we provide our clients with peace of mind:
All exchange funds are held exclusively in FDIC-insured institutions that possess strong investment-grade ratings or are part of institutions with equivalent financial strength.

Security 1st Exchange maintains a strict policy of never investing exchange funds in any type of securities, ensuring preservation of capital.

To provide transparency and security, exchange funds are deposited into separate, designated bank accounts under the taxpayer's name and tax identification number.

Security 1st Exchange operates with a commitment to financial integrity & client protection.
Following this commitment, Security 1st Exchange will never commingle your 1031 funds with other taxpayer funds or our operating account. Setting up a segregated account where our client has FDIC Insurance (up to designated limits) and earns interest is important to us. Not all Qualified Intermediaries offer this service - but Security 1st Exchange does automatically. 

Additionally, we carry a fidelity bond and professional liability insurance from a leading independent insurer for further protections for each of our clients.

Security 1st Exchange Company acts solely as a Qualified Intermediary. We are prohibited from providing tax or legal counsel. It is essential to consult with your own tax or legal advisor regarding your specific situation.