I had a need to transfer my IRA account from uDirect to another brokerage company. After initiating the transfer, I found out there were some issues that needed to be addressed before the transfer can be completed successfully. Lesly Segura from uDirect IRA Services stepped in and provided excellent service with detailed information and instructions. I followed the instructions provided by Lesly and was able to make the proper corrections and completed the transfer in one day. Great job Lesly! Thank you so much for your help! read more

Very difficult to work with and have horrible, slow, procedures. We have one investment and get periodic checks from it that go into our UDirect account. UDirect happily pays virtually no interest on this money. Transferring this money to our Fidelity account is a nightmare every time and UDirect and the bank they work with are unable to figure this out even though it occurs twice a year. I am going to move our IRA investment unless they come-up with a way to make this work smoothly. read more

I opened an uDirect account and made my 1st Real estate investment from the account. The uDirect team is super helpful and made the process super-smooth and prompt, though quite a few steps. Did not see it from other companies. Big kudos to Khang Nguyen, the Transaction Coordinator. Best helper in my experience for the past a few years. :) read more

Used them to open an IRA for a real estate investment. Very responsive, answered all my questions, and fees are lower than the competition. My experience is limited but I would recommend based on what I have experienced. V read more

My experience with uDirect IRA Services, LLC has been excellent from the start. I learned about self-directed IRAs through their book, A BiggerPockets Guide to Self-Directed IRA Investing, and it was exactly what I needed to feel confident making the move out of the stock market. From the first phone call, the uDirect team has been incredibly helpful, responsive, and straightforward about the entire self-direction process. They clearly explained my options and made it easy to understand how to take control of my retirement funds. I trust them completely to help me invest in the assets I choose. If you're ready to take charge of your retirement investing, I highly recommend giving uDirect a call. read more

Great client service team and great customer experience. Both David Rodriguez and Tyler Anstead were extemely helpful. Highly recommended read more

uDirect has helped me understand the power of IRAs in a whole new way. I'm grateful for how much learning and eduction they share and how helpful and informed the team is. Self directed IRAs are a powerful tool, yet I never knew how to move forward with them until I met the team at uDirect. I've heard similar feedback from the folks I've pointed their way. read more

uDirect has made investing using my retirement accounts a breeze! Years ago I tried to do this and it was cumbersome and expensive but it's been the opposite with uDirect! The entire team is responsive and timely and a pleasure to speak to! I'd highly recommend using them for your investment needs! read more

It my close to 70 years on planet earth,this is far and away the worst business I have ever dealt with. Cannot even think of a close second. They refused to transfer my funds to Schwab. Guy from Schwab said he had never run across anyone like them. So opened up account with Vanguard. Same thing. Udirect wanted so many I"s dotted and t"s crossed it never got done. I had to transfer the money to my bank,then back to Vanguard to make an indirect transfer. Will be dumping them and saving 1100 dollars a year ASAP. There are a lot of other larger,better SDIRAS to pick from. Do not make the same mistake I did. Go with anyone else David Stout read more

I research SDIRAs and found that uDirect was highly rated so i took a chance on setting up an account with them. Their customer service is top notch and go above and beyond to help you throughout the somewhat complicated process of investing through SDIRAs. So far my experience has been stellar, highly recommend this provider. read more

Unhelpful. Irresponsible. Unresolved issue with IRS over 2-years (lost check). Look elsewhere. In fact: RUN! read more

Love this team. I've had a very positive experience setting up my SoloK with them recently. From my first interaction with Jeff, to Lesly, Jon, and Khang - they've all been fantastic. I appreciate their clear communication, straightforward onboarding process, and customer service. Excited to be making my first investment through uDirect. read more

uDirect has provided me with outstanding service. My rep there, Mark Gutierrez, is extremely responsive, clear and helpful. Highly recommend. read more

Kaaren Hall and her team are amazing! They do things the right way with the highest ethics. I highly recommend them for any retirement accounts. read more

uDirect gives prompt and courteous service. I've been with them for more than a decade and they've always been prompt to respond and they know what they're doing. read more

They require excessive and burdensome amounts of paperwork if you want to transfer any money out of your account. Under the guise of 'compliance', it is way more difficult than other firms I've used. Seems they are just making it difficult to withdraw funds so they can earn interest on your cash. read more

Just complete my first transaction with UDirect. Both Jon and Khang were incredibly responsive and patient walking me through every step of the process. I would highly recommend UDirect to anyone looking to set up and apply a self directed IRA! read more

I've worked with UDirect for many years now. I don't know what I am doing most of the time but these folks do. They always answer my questions and expedite when I am making a new investment. Rock solid always for me. Thank you! read more

I have been a client for 8 years. The uDirect Team have been patient in helping me set up the account and get it evaluated. Mark Gutierrez has been particularly helpful walking me through the various detailed processes. UDirect is very meticulous in making sure every transaction is properly executed. read more

HORRENDOUS customer service once you are a customer. Bait and switch tactics for what you can do with your IRA vs once you're there and want to deploy capital. CEO and the rest of the team do not adhere to customers escalated concerns. Just like to collect fees. Would not recommend! read more

Extremely difficult to work with, takes 5-10 days to get a response via email and about 1 month to process a new account.

The staff is friendly and knowledgeable and you can actually reach them easily without having to crawl through a calling tree maze. They answer their phones and reply quickly to messages and requests. I needed a check quickly and they expedited the review of my paperwork and overnighted the check to me all within 48 hours. The staff was very responsive and helpful when I set up a new account that was a bit complicated, but they took the time and walked me through the setup and paperwork. read more

I have worked with uDirect as an investment sponsor for nearly two years and they have done a great job with every investor I have referred them who needs to set up a SD-IRA to invest with us or with investors who already have accounts set up. The team is focused on customer service and is always responsive to any questions. I have personally been to their office and met the entire team as well. Kaaren Hall is one of the hardest working people I know. read more

uDirect IRA Services - Investing Near Me - Irvine, California

Staff is knowledgeable and extremely responsive. David has walked me through purchasing real estate through my IRA and I definitely needed my hand held. Fantastic experience so far. read more

I just got my first transaction done with uDirect. Despite my learning curve with the unfamiliar paperworks, David R. held my hand through the process. The staff was also on top of my account while waiting for the funds to be transferred from my originating custodian and kept in touch for the whole time. Thank you for making it manageable! read more

Jon Carino at U-Direct IRA is very responsive to questions and requests. I highly recommend them.

Anca Muntean at UDirect was a great help to my investor in our deal to buy an apartment complex. I've never had a SDIRA fund so quickly. After UDirect received all docs, my investors funds were wired and landed in the investment account in couple of days. I was amazed how fast it happened. My investor and I were pleasantly surprised. read more

I have been a member of uDirect Services for years. Every time I needed a quick response or answer to time sensitive question, I have never been let down. read more

Avoid uDirect like the plague! I switched to them a while back but decided to go a different route and move the money to Vanguard. They made it incredibly hard and their customer service was the worst I have ever experienced. The day I finally got the money moved and account closed I said a silent prayer, I think the process took 6 months... And, from my point of view, uDirect did everything they could to make it hard to leave their services. Their online interface is a total joke too. Plenty of better companies out there. Maybe this company is good for people who only want to interact via phone, but my experience via email and online was terrible. read more

I have had Udirect for the past 4 years. They are a trusted partner of mine and have helped me reinvest my funds as they grow. Dave is very competent as is Derexa. Easy to work with but most of all, responsive and caring. There have been some accounting concerns which they clarified in a timely fashion. I will keep using them to the day I retire and hope to kepp dealing with them as gains come in. read more

Wonderful experience with this excellent group. Every member of their team was professional and thoughtful as they assisted with my investments. Highly recommend. read more

These 5 stars are for a uDirect superstar in the customer relations arena. Eric Petrus has provided excellent guidance to myself and my wife in using our IRA to purchase a rental property. Just when you think that it is an easy process you start realizing that Uncle Sam has more rules and Eric has been our guide through this quagmire. Thank you, Troy Fuhrman read more

The absolute worst financial management services I've ever had to deal with... Do yourself a favor and do thorough research upon other available IRA LLC options before deciding... It feels as though their "security" procedures and protocols are stuck in the late 90's/ early 00's. Anything and everything you do needs wet signatures and to be scanned for them. I'm someone who works remotely and travels often, so having access to a printer/ scanner to manage my account is extremely inconvenient. Secondly, their whole entire team is completely compartmentalized, so be prepared to be forwarded to and deal with everyone in their company for all the different actions planned with your account. Waiting periods for processing are very slow, so don't expect to be able to execute on any time-sensitive investment plans you have. There are fees throughout many different investment actions you need to take, refer here: https://udirectira.com/get-started/fees/ . I honestly just paid $500 to setup and close the acct. At least now I don't have to deal with them. Feel free to look into the other self-directed IRA companies I found to be much more user-friendly, helpful, and affordable. My current strategy is the IRA LLC, which I highly recommend, here are those fees. ALTO IRA: https://www.altoira.com/ ... My current manager. It cost me a $50 setup fee, and $50 yearly fee... IRA LLC $200 setup, $100 yearly IRA Financial Group: https://www.irafinancialgroup.com/ ... another good IRA LLC $1250 setup, $180 annual Best part is both of these businesses actually operate and serve the customer like its 2019... Happy investing. read more

I transferred some of my IRA over to uDirect so that I could invest in real estate. As you can imagine, when purchasing the property there are lots of hoops to jump through! Working with uDirect team was so nice because anyone who answered the phone was able to help! Everyone was so nice and helpful and made this transaction more enjoyable :) read more

I've been investing using SDIRA's for nearly 7 years now. I've worked with multiple SDIRA custodians as well. I have to say that uDirect has the best combination of fees and service compared to the other custodians..hands down. I like how accessible and responsive the staff is here and how their fees are simple compared to other in this space. Some SDIRA companies charge fees based on a percentage of the total assets you have with them. They're basically charging like a % commission. uDirect just charges a flat fee. It's worth parking your retirement money at uDirect. Do the comparison. read more

Thank you David for your patience and for going above and beyond in helping me to understand the investment paperwork I needed to have processed. Because of your attention, our escrow closed on time. Everyone that I have worked with at Udirect has been great. read more

I've been with uDirect for several years and they have been great servicing all my assets. It's a delight to work with such wonderful people! Excellent and highly recommended! read more

I set up two SIDRAs, one for myself and one for my spouse. I admit i have a hard time understanding the responsibilities of the custodian and uDirect, but i will say that from the beginning i have struggled with uDirect communications and customer service. Today, as i close one of these accounts, i have the same problem. Customer service is poor and seems worse than when the accounts were open. If uDirect was the only vendor, OK. But they are not, and you can do better. UPDATE: when i looked for the above review on line, i saw the business owner's response to a posting i had made in 2018 complaining about the poor customer service. In that reply, essentially, NOTHING that the business owner said addressed my complaints. SO, you can write me off as a malcontent or you can accept my (repeated, essentially identical) complaints, separated by 2 - 1/2 years of experience CAVEAT EMPTOR!! read more

Fantastic customer service and user interface portal. Their staff was also extremely helpful and expedient in processing my removal of funds back to a traditional brokerage custodian after I no longer needed a self-directed IRA for the real estate investment I had been thinking about. Definitely plan to use their services again if the potential need for a self-directed IRA ever pops up again. read more

UDirect is a firm offering Self-Directed IRA Services, which are needed when someone wishes to invest their IRA money in things other than the traditional stocks, bonds, etc offered by your bank or brokerage. There are many firms that offer Self-Directed IRA Services. You will want to compare their services, fees and consider all the factors important to you when choosing your trustee. I did this and concluded that UDirect IRA was the best choice for me and I've never regretted my decision. They provide excellent customer service and ensure compliance with the regulations. And their fees are fully disclosed on their web site. They are very competitive; much less costly than some of the big names out there. It's important to choose wisely because it can be expensive to make the wrong choice. read more