irafinancial.com

RUN!

RUN, R-U-N!!As some already commented, their processes are not streamed through 1 person. My emails receive multiple employees replying and causing contradictory info. I’ve even received emails with no contact person signed to the email. It’s a sloppy way of doing business. Some forms I signed were on DocuSign originally, then were handwritten. How does IRA Financial even know what forms a client signed if not all in DocuSign. A few emails stated nothing in my account, then a Quarterly Report showed a sum in the account. Which is it?! Then when I’m told by email zero is in my account since so & so date, why were fees charged to me? Why didn’t they send a Close Account form? They wrote me multiple emails about whom is my rep and about forms whether done or not. I became the informer and sent IRA forms already done. This also is a big issue that we, the client, may have a bad Authorized Representative (AP). I’m certain IRA Financial knew this but didn’t tell me. One hand doesn’t know what the other is doing. No one will explain to you why event(s) are wrong. I would never do business again with IRA Financial. They assisted in my loss of thousands by not notifying me of no return on a sale of my investment. Yet, they call it a self-directed account and multiple phone calls to them with NO RESULTS to solve my login issue for a very, very long time. THAT’s a problem. Oh and don’t write me a response to call you. You pickup the phone. UPDATED 11/21/2025:So, I called IRA Financial this past week and the man posted in their reply to me, HUNG UP on the phone, DID NOT CALL ME BACK. I’ve sent multiple emails with questions. He refused to reply nor provide paperwork per my requests. I still didn’t receive assistance to login into my account. I either have money in my account as paperwork presumably stated or it is not. WHERE’S THE PAPERWORK, I asked to them. I’m disgusted that this company is not cooperative. They have all my paperwork.

Date of experience: Jun 04, 2025