uDirect IRA is a third-party administrator providing complete and accurate information on self directed IRAs so you can make the most of your retirement funds. uDirect IRA Services has helped thousands of Americans invest their IRA outside of the stock market into real estate, land, private notes & more to improve their financial future. Educating individual investors and professionals is the cornerstone of uDirect IRA.

* Use the uDirect IRA Fee Calculator (click button below) to calculate your estimated fees based on the company's published fee schedule. This is a useful tool when comparing different custodians based on your cost to use them. Please note, if you have never before used a self-directed IRA custodian or administrator to administer your account, the fees will be different than most broker dealers that provide transactional services for stocks, bonds, and mutual funds.

Compare Company's Fees to other Custodians & Administrators

Process for setting up a new account:

Clients can open up a new account by filing out an Online Application.

Process for adding a new asset to client account:

Clients who want to invest in a new asset should follow the company's stated process listed here.

Procedures in place to protect client information:

(Not Disclosed)

Procedures for annual valuations: 

(Not Disclosed)

Procedures for when an investment is suspected to be or is found to be fraudulent:

(Not Disclosed)

• Kaaren Hall, President

Access Company Management Profiles

Glassdoor Ratings: (How company rates as an employer) (No profile available)

The Self Direct Your Retirement Transparency Index is a metric we have developed to indicate how transparent self-directed IRA custodians and administrators are about their company. We value transparency as an ideal trait from a company that is providing custody or administration of your retirement accounts. It shows that the company has nothing to hide about their activities. You should consider this when you are making your choice.

The Self Direct Your Retirement Transparency Index is split into two parts. The first part is whether they voluntarily provided this information to us or whether we had to find this data on our own. Companies that provided us with the data were given the "company certified seal". If they did not participate, the seal does not show up in their profile. The second part of the index is how transparent the companies were in providing us with this information. A higher transparency number indicates a more transparent company. A number above 80% is ideal. There may be legitimate reasons companies do not want to share certain information, but you should consider this when making your decision.

Below the seal, we have listed the last time the company provided us with information. As long as the company has the certified seal, the information should be considered up-to-date. We contact the company periodically to ensure the information is accurate. If the company chooses not to verify the information, then we remove the seal. Transparency is only one factor you should consider when choosing a self directed IRA custodian or administrator.

Visit the Self-Directed IRA custodian & administrator comparison page to see how uDirect IRA compares to its peers.

We asked uDirect IRA to provide their individual insight into the following questions. This section is a bit more personal. The idea is that it will give you more insight into the company you are considering to custody your investments. 

Company's view of important of the following items (ranked in order of importance)

(Not Disclosed)

We are not able to make a reasonable assessment of this administrator due to their lack of transparency. It is hard to truly know what you are getting from an administrator who is administering your investments if they are unwilling to disclose even basic information about themselves to potential clients. While the company might be suitable for your investing needs, you should exercise caution unless they are willing to disclose all the information you need to make a reasonable decision.

If you find a company that is not willing to be transparent to you as a potential customer of their services, then you should reconsider them as a potential choice for your retirement funds. Ultimately, your personal retirement investing needs will determine whether uDirect IRA is ultimately a good fit for you. Transparency is only one metric which you should consider in your due diligence process. Please use our Self Directed IRA Custodian & Administrator Comparison Tool to help you make that determination.

One of the biggest areas of frustration we see from self-directed IRA investors is when they realize they have chosen the wrong self-directed IRA custodian or administrator. Choose your Self-Directed IRA custodian or administrator wisely. If you put the time in now to find the right company, you will save time, money, and aggravation later. Read our Choosing a Self-Directed IRA Custodian report for more information.

Next Steps... Once you have located your ideal Self-Directed IRA Custodian or Administrator, you will be on your way to self-directing your retirement. If you decide that this process seems too complex and you need assistance or financial advice, feel free to contact us. Our wealth management firm specializes in providing financial advice pertaining to alternative investments held in self-directed IRAs and 401ks. We are fiduciaries and provide unbiased advice. Contact us if you want to learn more about our services.