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Updated about 9 years ago,

User Stats

77
Posts
12
Votes
Jackie P.
  • Investor
  • Golden CO
12
Votes |
77
Posts

Self Directed IRA Custodian Issues

Jackie P.
  • Investor
  • Golden CO
Posted

Just wondering if anyone else is having these issues with their IRA custodian and recommendations that you might have as to how to address it.

In the last 6 months these have all happened to me:

1) Checks being sent to wrong people for purchase of assets.
2) Tax bill sent to me that was really the tax bill for the custodian's office.
3) Monthly recurring payment suddenly not paid one month.
4) Taking 5 or more business days to credit incoming funds from a sold asset.
5) Assets missing from my list of holdings.

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