1031 Exchange Funds Security

Haven Exchange has set a new standard for safety and security for your exchange funds. At Haven Exchange, the entire amount of your exchange proceeds are covered by our Fidelity Bond.

Your proceeds are placed in a separate, fully segregated, completely liquid, FDIC insured money market account at Union Bank of California. You will then  receive a statement directly from Union Bank of California each month, reflecting the activity and balance, including interest earned for your individual 1031 Exchange account. Nearly all Qualified Intermediaries place exchange funds into a pooled account, where they are invested in various instruments, and they earn interest thereby that is not transparent to you.  Some Qualified Intermediarys claim to open separate accounts for each exchange, but not one of them proves it with a statement from the depository bank.  If you don't get a statement from the depository bank, why would you believe that the Qualified Intermediary isn't pooling your funds, and making money on your money that you can't see?  While that may be merely annoying, pooled funds are much more at risk to theft, and to attachment by debtors. It's really unacceptable.

For your further security, Haven Exchange requires that two signatures followed by a changing, randomly generated encrypted security code must proceed any release of your 1031 funds.

Exemplary 1031 Exchange Service is a requirement

We have coordinated over 15,000 1031 Exchanges. We have the technical experience resulting from our combined 30 years experience in the field. 

We have CPAs available to advise you.

Haven Exchange is here for you 7 days a week, from 6am to 9pm PST so we can be available when you need answers. Because of the obvious advantage to our clients, we are highly responsive in providing your 1031 Exchange documents, service and funds. This means the documents for your 1031 tax Exchange can be delivered within minutes and that we can fund your closing the same day we receive the necessary signatures, up to 2pm PST.


• HAVEN EXCHANGE is a wholly independent corporation, and we do business nationwide.

• Haven Exchange is a proud member of the FEA.

• Haven Exchange maintains Fidelity Bond Coverage exceeding the total amount of funds held.

• Haven Exchange is covered by Professional Liability Insurance Protection.

• Employee Theft and Dishonesty Coverage.

• We have a friendly, experienced support team, including CPAs specializing in 1031 Exchange, waiting to help you.