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Iralogix

Finally, a custodian built around your IRA program.

ILX Trust is purpose-built for IRALOGIX partners, bringing custody, compliance and operational support closer to your business.

If your organization offers IRA accounts to employees or customers, you need a custodian.

ILX Trust was purpose-built to be that partner.

ILX Trust Company, LLC (“ILX Trust”) is a Nevada-chartered trust company that holds and safeguards IRA assets on behalf of the people enrolled in your program. Whether you’re a financial institution, an employer, or a benefits provider, ILX Trust gives your IRA offering the custodial foundation it needs — backed by the technology and expertise of IRALOGIX.

Three things worth knowing

What Is An IRA Program?

An IRA program is the retirement savings offering your organization makes available — to employees, customers, or members. It defines the account types, investment options, and the experience participants have. IRALOGIX provides the technology platform that powers the program. ILX Trust holds the assets inside it.

What is a custodian?

A custodian is the regulated entity legally responsible for holding retirement assets on behalf of account holders. Every IRA must have one — it’s not optional. The custodian processes contributions and distributions, maintains records, handles tax reporting, and ensures assets are protected under federal and state law.

Why does the choice of custodian matter?

Not all custodians are built the same. A third-party custodian serves thousands of unrelated clients and moves at their pace, not yours. ILX Trust was built exclusively to support IRALOGIX partner programs — so when you need a document amended, a compliance question answered, or a plan sponsor concern resolved, the answer comes faster.

Built on a proven foundation

ILX Trust is a wholly-owned subsidiary of IRALOGIX — the fintech platform modernizing the $18 trillion IRA market for institutions of every size. For nearly a decade, IRALOGIX has helped financial organizations eliminate operational complexity, expand access, and grow their IRA programs. ILX Trust extends that same commitment directly into the custodial relationship.

Technology-driven

Compliance-first

Partner-aligned

Scalable by design

Access for all

WHY ILX TRUST

A custodian that moves as fast as your program.

Third-party custodians are built for scale across thousands of unrelated clients. ILX Trust is purpose-built for one thing: IRALOGIX partner programs. That focus gives you direct access to the people and processes that keep your program running — with the authority to act when you need answers fast.

Documents that move with you

Direct control over plan documents and compliance requirements means amendments happen in days, not months. No third-party bottlenecks when plan sponsors need answers.

Compliance aligned to your program

Your dedicated Trust Team oversees fiduciary responsibilities under Nevada trust law — focused entirely on IRALOGIX partner programs, not a book of unrelated accounts.

Direct access to DDA

ILX Trust provides access to a dedicated demand deposit account, giving your program greater operational flexibility and a cleaner cash management experience.

HOW IT WORKS

One custodial relationship. Full institutional backing.

ILX Trust serves as your primary custodian — the entity your participants, regulators, and plan sponsors recognize. Matrix Trust Company serves as sub-custodian, providing the institutional infrastructure for trading and settlement behind the scenes. You get a single relationship and point of accountability, backed by proven operational infrastructure.

SERVICES

What ILX Trust provides.

IRA custody

Custodial services for Traditional, Roth, SEP, and SIMPLE IRA accounts within partner programs.

Trading & settlement

Execution and settlement infrastructure is provided through the Matrix sub-custodial relationship.

DDA access

Dedicated demand deposit account access for improved operational cash management.

Document & compliance management

Direct control over plan documents with the ability to amend quickly to address plan sponsor needs.

OUR HOME

Why Nevada?

Nevada’s trust statutes are among the most favorable in the country — a deliberate choice that benefits your program. ILX Trust is a licensed trust company in the State of Nevada, operating under a regulatory environment with a strong reputation in the financial services industry. That foundation gives your program the stability and legal clarity it needs to grow with confidence.

Ready to learn more?

Talk to our team about how ILX Trust can serve as the custodial foundation for your IRA program.