Tommy
USGreat service from Andrew Great service from Andrew. He is very knowledgeable and was able to walk me through the process with ease. He took the time to make sure I was comfortable, and we even connected over a video call to review the platform in great detail. I haven't had an interaction like that with any other company, let alone for IRAs. Looking forward to my time here.
James Smeltzer
USGreat set-up experience so far with multiple accounts. Great set-up experience so far with Andrew. Everything was simple, clear and prompt. Charges are competitive and do not scale with asset value, which can be a problem with Pre-IPOs. Distributions can be taken in stock which may address RMD problems with regular IRAs in private stocks.
Debra
USSeth has been great Seth has been great. Patient and very helpful. This was my first expience with an on-line service like this and I was a bit nervous. It was great working with someone directly.
JDA
USWhat a difference a single point of contact makes!! We came to My Self Directed IRA (MSDI) in search of an IRA custodian for investments in a U.S. company with operations largely off-shore. Other custodians balked, but our MSDI Rep led us thru a fast 24-hr. pre-assessment, that resulted in a firm commitment followed by a smooth, timely process toward closure. Having a single point of contact overseeing the detailed process made a HUGE difference! Highly recommended!!
Janet F.
USSmooth Process I worked with Seth at My Self Directed IRA, and his knowledge and effective communication, made the process transparent and relatively smooth.