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Updated about 9 years ago on . Most recent reply

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Andy Frank
  • Deerfield, IL
0
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3
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Looking for a SDIRA with a GOOD WEB site

Andy Frank
  • Deerfield, IL
Posted

Folks, 

I am pretty experienced in using my SDIRA. I have done hundreds of real estate transactions using it. My SDIRA is one of the biggest but with the worst possible WEB site that led to financial losses and even an identity theft (which though remedied, left me angry.) Here is the list of features I am looking for (you can assume that my SDIRA doesn't support them - hence all the troubles I have had. 

What I need are abilities to

  • See checks cashed and get front and back copies and see them online
  • Set up and change recurring payments online
  • Assurance that Memo information is included on checks (like property acct numbers)
  • Secure web site for upload and download or secure email or similar!!
  • Affordable wire or ACH transfers

Tell me how your SDIRA works.

Thanks

Andy Frank, Deerfield IL

Most Popular Reply

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2,877
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2,535
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Brian Eastman
  • Self Directed IRA & 401k Advisor
  • Wenatchee, WA
2,535
Votes |
2,877
Posts
Brian Eastman
  • Self Directed IRA & 401k Advisor
  • Wenatchee, WA
Replied

@Andy Frank

You may wish to consider a self directed IRA LLC. In that model, you choose the bank and do all of the basic record keeping yourself, rather than relying on a 3rd party processing company.

To my knowledge, no self directed IRA custodian provides the level of detail you are looking for.

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