Jim R.'s review of uDirect IRA Services, LLC

uDirect IRA Services, LLC

         
Customer Reviews & Ratings
Complaint Posted 11/3/2014
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Moving my account after 1 year
Had an extremely difficult time getting my account set up. The compliance department kept asking for more and more paperwork and it was always 2nd hand requests and was difficult to even determine what they needed. Finally got through that process and
all was well for a few months but now I am receiving fee increases for routine services without any notification. The fee increases are not even noted on the website where they still show the old fee structure. My only notification is the invoice amount that
shows on my account. I demand a little bit more professionalism when managing my money and will be trying to get my accounts moved before the end of the year.
 
 
 
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Additional Business Information
Hours   Monday through Friday 8:00am to 5:00pm uDirect IRA Services observes Federal Holidays Phone   (866) 447-6598 Address   8 Corporate Park, Ste 210
Irvine, CA 92606
Website   https://udirectira.com/ Email   khall@udirectira.com
Contact   Kaaren Hall, CEO/Founder Other  
 
 
 
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