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Take Control of your 1031 Exchange with our Secure Exchange Account.

In the past, some 1031 exchange companies, large and small, have not held security as their number one priority. We have. While other companies were gambling with client funds on Wall Street, we have been following a process which guarantees the safe return of your exchange funds. While some firms went bankrupt, and others covered losses, we have had no losses to cover because we simply do not gamble with your money. The only way to secure your exchange funds, is to follow a process that does just that:

The 1031 Exchange Advantage ™ Secure Exchange Guarantee
    1. You select the bank we use.¹
    2. You wire the money from your escrow account to your segregated account. ²
    3. You authorize the release of the funds from your account. The bank cannot move any of your exchange funds without your written instructions.

It's that simple. It's not hard to secure your funds, if the exchange company has a history of security built into their culture. In addition to the Secure Exchange Guarantee, we maintain Errors and Omissions and Fidelity Bond Coverage.

We invite you to call our insurance agent to verify all premiums are current and that there has never been a claim against the company. Please call our agent San Francisco Series of Lockton Companies, LLC at (415) 568-4016 to verify this information and confirm that our company has followed a very strict policy of safeguarding client funds.

We guarantee to safeguard your funds with the above process. For any questions about our firm, a copy of our bond, or to discuss your next exchange, please call us toll free at 866-944-1031 or email to info@1031exchangeadvantage.com

¹ We will consider Bank suggestions provided the Bank will offer a Qualified Trust Agreement.

² We must have the Qualified Trust Agreement signed at least one(1) week prior to close of escrow, to arrange for a segregated account in time for your funding.

FEA Member

1031 Exchange Advantage ™, a tradename of 1031 EA, LLC, currently uses Citibank, N.A. and California Republic Bank, member FDIC, among others.

*Exclusive accommodator to many fine Brokerages nationwide such as Prudential Douglas Elliman, New York, New York

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Corporate Headquarters: 5355 Avenida Encinas, Suite 203 • Carlsbad, CA 92008 • Direct: 1.866.944.1031
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