The QI File

Qualified Intermediary

Secure Exchange

Secure Exchange-1031 Exchange Services · Parent: Accruit / Inspira Financial (wholly owned subsidiary of Accruit; Accruit–Inspira Financial custody context on homepage) · Firm website

FEA membership
FEA unknown
CES® holders
CES® on staff; names not published on cited pages
Fidelity bond
$50 million fidelity bond (Accruit parent figures as printed on the Secure Exchange homepage)
E&O / other cover
$25 million errors and omissions (Accruit parent figures as printed on the Secure Exchange homepage)
How funds are held
Funds unknown
Dual-signature wires
Wire controls unknown
Reverse / improvement / DST
Reverse Unknown · Improvement Unknown · DST Unknown
Last sourced
2026-09-07

Other published coverage

$20 million cyber liability (Accruit parent figures as printed on the Secure Exchange homepage). Homepage also cites Accruit–Inspira Financial custody with a custodian ‘overseeing $66 billion in assets under custody’ — that is a parent AUM figure, not an account-title rule.

Fund handling

Homepage emphasizes the Accruit partnership and Accruit–Inspira Financial custodian AUM. No TIN-titled account, qualified-escrow, or segregated-vs-commingled sentence appears on se1031.com. See the Accruit file for Accruit’s own segregated / optional dual-signature language — do not assume those defaults apply to every Secure Exchange file unless the exchange agreement says so.

Who it is for

Washington-marketed 1031 QI brand (homepage: ‘Washington’s premier 1031 exchange company’) using Accruit’s Exchange Manager Pro℠ workflow. Contact on homepage: info@se1031.com; 206-455-0305. Reverse, improvement, and DST menus are not published on se1031.com — Accruit’s own product pages are not borrowed as proof.

Verdict

An Accruit-powered regional brand, listed separately the same way FSC Exchange is — not a second Accruit insurance stack. Homepage prints Accruit’s $50m / $25m / $20m trio and Exchange Manager Pro; CES® is claimed without names; FEA is attached grammatically to Accruit, so company FEA for Secure Exchange stays unknown (Accruit itself is already listed as an FEA member). Confirm which legal entity is on the exchange agreement versus Accruit/FSC and whose declarations apply to the file.

Notes

This is a QI custody file, not a securities offering. The homepage legal-style line is “Secure Exchange-1031 Exchange Services,” described as a wholly owned subsidiary of Accruit. No longer LLC suffix is printed on that page and none is invented. Accruit, LLC is the parent named on the same page; Accruit’s own file records the 2023 Inspira Financial acquisition.

The FEA clause reads: subsidiary of “Accruit a nationally recognized Qualified Intermediary, and a member of the Federation of Exchange Accommodators (FEA).” That membership sentence is treated as Accruit’s, not a standalone Secure Exchange membership line.

CES® is marketed as staffed (“Certified Exchange Specialists®”) with no individuals named. Names are omitted.

Volume figures on the homepage ($9 billion annually, $39 billion in real estate activity in 2025, $66 billion custody) are Accruit / Inspira marketing numbers, not independently verified here.

The public site located for this file is a single homepage. Reverse, improvement, DST, fees, and interest-on-float are unpublished there. Do not import Accruit blog product lines onto this listing.

Sources

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Corrections and verification

Listings are sourced from public pages. Unknown is omitted, not graded. If a fact is wrong or stale, send the primary URL.

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