Complaint
Posted 9/29/2025
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1 Review
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Trustlinker since 09/29/25
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INDIANAPOLIS, IN
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Started Strong, but Didn't Hold Up
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At first I found them very responsive, but over time that stopped. The salesman would return my calls in an hour or less--often within 15 minutes. But after I opened an account and tried to actually invest the situation changed. To be fair, the pe... Read More »
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Review
Posted 5/18/2018
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1 Review
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Trustlinker since 05/18/18
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AZUSA, CA
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Highly Recommend for all retirement services
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I highly recommend the services of Udirect, particularly Eric Petrus, my transaction manager . I have required his help managing my account on several occasions. I thought the awesome service I received on previous occasions was just a fluke, I th... Read More »
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Review
Posted 4/28/2016
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1 Review
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0 Question
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Trustlinker since 04/28/16
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TAVARES, FL
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Very Responsive
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Extremely pleased with the help to get through the process. My first time with a self directed IRA. Was always able to talk to someone on the phone immediately to answer questions, and emails were also answered quickly. I worked mostly with David... Read More »
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Review
Posted 1/28/2016
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1 Review
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0 Question
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Trustlinker since 01/28/16
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INDIANAPOLIS, IN
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Great Service, Great Experience! Highly Recommend!
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Great Service and Great Experience
I decided to buy real estate in my IRA. I researched several firms, talked to a select few and decided on uDirect based on referrals and reviews. uDirect seemed to better have their act together. Other firms had... Read More »
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Review
Posted 12/5/2015
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1 Review
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0 Question
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Trustlinker since 12/05/15
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LOS ANGELES, CA
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Review
Posted 11/6/2015
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1 Review
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Trustlinker since 11/06/15
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SOLVANG, CA
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Great Experience
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After deciding to buy real estate in our IRA, we researched firms and decided on uDirect based on referrals and reviews. Other firms had made the process seem complex and daunting but at uDirect (working with David who is fabulous as well as assoc... Read More »
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Review
Posted 10/19/2015
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1 Review
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Trustlinker since 10/19/15
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SAN LEANDRO, CA
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Excellent and reliable service
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uDirect provides great service, and we are so glad we selected them as our self-directed custodian. We did some research of custodian companies before selecting uDirect as the best option for us, primarily because of recommendations from others an... Read More »
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Review
Posted 10/13/2015
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1 Review
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Trustlinker since 10/13/15
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CUPERTINO, CA
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Prompt and Proactive communication
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I have been with uDirect IRA for over one year, with 3 real-estate related investments in my self direct IRA account now. When communicating with uDirect IRA for service, I am getting prompt and proactive responses from them. It makes me feel like... Read More »
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Review
Posted 3/12/2015
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1 Review
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Trustlinker since 03/12/15
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IRVINE, CA
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Trustworhty IRA Services
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I have been working with uDirect IRA for over a year now. Every single interaction via email, phone or in person has exceeded my expectations. The dedicated transaction coordinators and funding managers go above and beyond to provide excellent ser... Read More »
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Review
Posted 3/6/2015
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1 Review
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0 Question
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Trustlinker since 03/06/15
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LOS ANGELES, CA
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Detail Oriented & Client Focused
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As any investor knows, having a team you can rely on when the funding deadline is approaching is extremely important and equally difficult to find. The team at Udirect are not only savvy enough to make sure your documents are appropriately complet... Read More »
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Review
Posted 3/3/2015
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1 Review
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Trustlinker since 03/03/15
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TORRANCE, CA
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Proactive Communication
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I have been doing business with uDirect for several years now, and they keep getting better and better. My last two transactions have gone off without a hitch, due in no small part to Eric, who is now managing the Transaction Coordination Dept. Ka... Read More »
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Review
Posted 3/1/2015
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1 Review
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0 Question
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Trustlinker since 03/01/15
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SAN DIEGO, CA
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Complaint
Posted 11/3/2014
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1 Review
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0 Question
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1 Profile View
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Trustlinker since 11/03/14
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BRENTWOOD, TN
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Moving my account after 1 year
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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... Read More »
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0
Posted 3/4/2014
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1 Review
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1 Profile View
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Trustlinker since 03/04/14
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uDirectIRA is Very Responsive
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uDirectIRA is very responsive. I am happy that I am able to reach a real person by either phone or email. Heather has been very helpful in making the transactions go smoothly. Read More »
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