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UDirect IRA Services, LLC

4.5
  • Irvine, CA

About this business

Location details

8 Corporate Park #300, Ste 210, Irvine, CA, 92606, United States

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WeekdayScheduleStatus
Mon7:00 a.m. to 5:00 p.m.
Tue7:00 a.m. to 5:00 p.m.
Wed7:00 a.m. to 5:00 p.m.
Thu7:00 a.m. to 5:00 p.m.
Fri7:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
4.5159 reviews
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QBeamus's profile image
QBeamus 
4 weeks ago

When I was investigating using uDirect they salesman was extremely responsive, which was a pleasant change from my past experience. Unfortunately, after I was handed off to an account manager for my first investment the responsiveness fell off precipitously. The deal did not go smoothly, due to no fault of uDirect--the people putting together the deal had no experience with IRAs. But after having to deal with several problems uDirect's account manager stopped answering my calls, and began answering my emails with response... read more

david j.'s profile image
david j. 
4 years ago

It is difficult to deal with UDirect. I keep several different atypical investments with them and a recent private company was sold to a public. I have been trying to transfer the public shares back to my brokerage for 6 months now but after completing the paperwork multiple times they drop the ball. I do not recommend this company now and they seem nonplussed about my dilemma. I work with multiple financial companies and put UDirectIRA in the bottom 20% 

Frequently asked questions about UDirect IRA Services, LLC

How is UDirect IRA Services, LLC rated?

UDirect IRA Services, LLC has a 4.5 star rating with 159 reviews. 

When is UDirect IRA Services, LLC open?

UDirect IRA Services, LLC is open now. It will close at 5:00 p.m.  

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