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Updated over 11 years ago on . Most recent reply presented by

User Stats

204
Posts
33
Votes
Larry Flanagan
  • Investor
  • Midwest, USA
33
Votes |
204
Posts

Self Directed IRA Custodian Recommendation

Larry Flanagan
  • Investor
  • Midwest, USA
Posted

My account will be small, so low transaction and annual fees are important.

Most Popular Reply

User Stats

3,269
Posts
2,368
Votes
Ann Bellamy
  • Lender
  • Tyngsboro, MA
2,368
Votes |
3,269
Posts
Ann Bellamy
  • Lender
  • Tyngsboro, MA
Replied
Originally posted by Kim Hicks:
I agree with Michael. I have dealt with equity trust before and they are awesome in their customer service and ease of doing business. thumbs up.
Kim

Really? I couldn't disagree more. I have two ETC accounts and work with multiple investors buying from and lending from their ETC accounts. They have horrible customer service. It went from mediocre to bad to horrible and they seem to never even understand how bad their service is.

It's not as if I don't work with them and their forms daily. I understand what they need and why it is needed. I'm careful in the way I submit directions. I wish they were 1/10th as careful.

I inherited an IRA and opened an account at UDirect. The difference was night and day. Awesome service and daily emails with updates.

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