Comparison · no crown · not tax or legal advice
1031 Services vs Olympic Exchange
1031 Services, Inc. and Olympic Exchange Accommodators, LLC are both listed Qualified Intermediaries. Ownership as published: Independent / unpublished vs Independent / Helsdon Law Firm–affiliated (Jeff Helsdon). This table is the two custody files side by side. It does not award a best QI, invent fees, or fill blanks. A Delaware Statutory Trust interest, if mentioned, is typically a securities offering — a listing here is a custody file.
1031 Services fileOlympic Exchange fileView checklistCheck custody controls
Published facts, side by side
| Field | 1031 Services | Olympic Exchange |
|---|---|---|
| Legal name | 1031 Services, Inc. | Olympic Exchange Accommodators, LLC |
| Ownership (as published) | Independent / unpublished | Independent / Helsdon Law Firm–affiliated (Jeff Helsdon) |
| FEA | FEA member | FEA unknown |
| CES® | Mary B. Foster, CES® | Jeffrey Paul Helsdon, CES® |
| How funds are held | Segregated | Segregated |
| Fund-handling note | Funds-security page: segregated bank account in the name of 1031 Services, Inc. ‘for your benefit’ with the client’s TIN; independent bank; never commingled or pooled with other clients for investment. Monthly activity statement from the bank. Funds in an FDIC-insured money-market account up to $250,000. FAQ: separate escrow accounts; the exchange account requires the client’s signature for any withdrawals. Optional qualified escrow account on request: client written authorization + a bank officer + two 1031 Services officers. Banks are described as ‘several independent banks’ — names are not published; call for the current list. | Safety page: sale proceeds go into a Qualified Escrow Account at Columbia Bank under the client’s own name and TIN — not pooled, not through Olympic’s operating account. Written Qualified Escrow Agreement among client, Olympic, and Columbia Bank. Bank-enforced dual authentication: Olympic initiates; the exchanger separately authorizes before Columbia releases. Written deposit notification plus written instructions to verify independently with Columbia. Online banking access and statements are described. IRS Treas. Reg. §1.1031(k)-1(g)(3) QEA safe harbor plus the QI safe harbor. Washington RCW 19.310.040 Path B (QEA requiring client consent, not a $1 million fidelity bond). The firm states it cannot move funds unilaterally. |
| Dual-signature / who can wire | Dual-sign optional | Dual-signature |
| Fidelity / E&O (published) | Not published on cited pages | Not published on cited pages |
| Other published coverage | Homepage reprints the Washington RCW 19.310.040 statutory disclosure (fidelity bond of not less than $1 million OR a qualified escrow / qualified trust requiring client consent). The firm does not publish which path it takes or a fidelity-bond dollar amount on the pages cited. | FDIC insurance at Columbia Bank up to $250,000 per depositor. Why Olympic and the fund-safety page: Columbia Bank sweep program is available for balances above that threshold. No fidelity-bond dollar is published — the firm states it uses Washington Path B (qualified escrow) rather than the $1 million bond option. |
| Reverse | Yes | Yes |
| Improvement | Yes | Yes |
| DST (QI administration, not an offering) | Unknown | Unknown |
| Published fees | Not published on cited pages | Homepage and Why Olympic: flat, transparent fee. No public dollar card on the pages cited. Consultations are marketed as $0. |
| Who keeps interest | Not published on cited pages | 100% of interest earned on exchange deposits is paid to the client (homepage and Why Olympic). |
| File last sourced | 2026-09-07 | 2026-09-08 |
What stays unknown
1031 Services:fidelity bond dollars, E&O dollars, DST administration, public fee card, who keeps interest
Olympic Exchange:FEA, fidelity bond dollars, E&O dollars, DST administration
Unknown is omitted, not graded.Report missing infoif you have a primary URL we missed.
FAQ
Which of these QIs is better?
This page does not pick a winner. It places published custody fields from two QI File listings side by side. A thicker disclosure is not a grade, and an unpublished field is not a finding that the firm is unsafe.
Can I treat a parent logo or a bond number on this table as current coverage?
No. Parent is an ownership note. Insurance figures appear only when the firm’s cited page still prints them. Ask for current certificates. See how to read a listing and segregated vs dual-signature.
Where are the full source lists?
Open the two custody files: 1031 Services and Olympic Exchange. Every figure on this page is copied from those files.
Sources
Copied from the two firm files. Open those pages for the dated URL list.
- Homepage — 1031 Services, Inc.
- Why Your Exchange Funds Are Secure With Us — 1031 Services
- About Us — 1031 Services, Inc.
- Mary B. Foster — 1031 Services
- Services — 1031 Services, Inc.
- FAQs — 1031 Services, Inc.
- Homepage — Olympic Exchange Accommodators
- Where Your Exchange Funds Sit — Olympic Exchange
- Why Choose Olympic Exchange
- About Us — Olympic Exchange
- Section 1031 Exchange Handbook PDF — Olympic Exchange
More pairs:compare index. Compare these firms only on published custody facts.