I wanted to have a Roth IRA in a specialized investment area which involved a separate investment platform. Initially (about 5-6 years ago), though a bit clunky, I was able to invest in what I wanted and the reporting for the IRA's value was pretty easy to do. At that point, I would have rated IRA Financial "5". About two years ago, IRA Financial switched investment platforms for this investment. Since then, the service has fallen far short of my expectations or experience with the previous investment platform. Comparatively speaking, my investment choices are VERY limited, and many of the investments listed as "available to invest" are showing up with "no trades", "no market", etc. which I know is totally inaccurate. There is no explanation as to why, if they are listed on this new platform as being available to invest in, they are not tradeable. Getting to the investment platform is no longer intuitive. It is confusing at best. Reporting the value of the IRA is impossible at this point. When I click on the choices that IRA Financial personnel directed me to do via email, I get a blank screen with a tiny bit of writing that says, "No asset valuation found" or something similar. Repeated attempts to have IRA Financial simply EMAIL ME THE FORM so that can complete it have met with no success. Since it has been five years since I set up this IRA, I will look for alternatives that are more user-friendly and offer better customer service. What a pain.
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