For me, the reports available in Baselane are ideal, but I'm also not trying to run a different business through it like it sounds like you may be doing.

The property that you sell and then purchase through a 1031 Exchange must be held for rental, investment (capital appreciation), or used in a business. 

The latter part of my post was referring to the protection of the account, not the assets through funding but the cash left on-hand.I think because banks are or were typically used for ck, savings, etc, I never looked to them as offering IRA/SDIRA.When I opened my account (2018) it was with specifics in mind and now I am reevaluating.

I am a Realtor, and I found it off market through another Realtor I was actually working on another deal with.

He even chatted with me through this forum (Bigger Pockets) and was very encouraging that you can even do it just with free stuff out there.  

Professional property managers stay updated on legal requirements through memberships in state or national organizations.

I am a blue collar guy through and through so even though I'm now a realtor, I can never set my toolbelt down for very long before I'm needing to demo, build, and create once again.

They have failed to renew my entities with the Secretaries of State multiple times, have billed me wrong amounts, and GREATEST OF ALL, have cost my business ~$50K in cumulative TAX PENALTIES due to negligence in filing for a tax extension, failing to walk me through my tax filings and needed payments, and failing to file an abatement promptly.

Eliminate the red tape of going through a custodian for all transactions/investments3.

IE experienced and looking to grow and i funded 2 deals for him.. that right there will pay his yearly fee to that mastermind and I might actually through my involvement in his business take him to the next level.. and it paid for the 1k I paid to go..