Financial Advisors, CPAs, RIAs, Attorneys, Tax Advisors, and other professionals use Directed IRA to simplify self-directed retirement accounts for their clients—streamlining digital account setup, advisor fee coordination, secure client access and more.
Assets Under Custody
Clients Served
Assets Under Custody
Clients Served
Our streamlined digital account onboarding process using Directed Connect eliminates unnecessary paperwork and administrative headaches-simplifying operations for both you and your clients. Enjoy a faster, hassle-free setup to keep your focus on growing your business.
We understand that every practice is unique, which is why we offer customized fee schedules and advisor fee coordination. This ensures a seamless integration with your practice’s needs, allowing you to deliver maximum value to your clients.
Directed Connect allows investment sponsors to start and pre-fill account applications for their investors who then receive an email and simply need to e-sign to initiate their account opening.
Gain secure access to client accounts with ease and take advantage of streamlined fee coordination. Our platform is designed to enhance your client service by saving time and resources, so you can focus on building long-term financial strategies and trust.
Directed IRA offers a wide range of self-directed accounts and strategies that strategic advisors like to recommend for their clients—including Backdoor Roth IRAs, Solo 401(k)s, and HSAs.
“We have over 300 private clients with Directed IRA and previously used several different SDIRA companies before finding Directed IRA. Our office has found Directed IRA easy to work with, are very thorough and professional, and they have excellent follow up. When it was time to setup personal accounts for my spouse and I, it was an easy decision to choose Directed IRA.”
“Directed IRA is where my Self-Directed IRA account is and where I send all of my clients interested in self-directing. They’re simply the best!”
“As a CPA that loves creative finance and self-directs my own Roth IRA, HSA and 401k I want my clients working with the best Self-Directed IRA custodian in the industry. Directed IRA’s industry expertise and responsive customer service aligns with my firm’s values at Ignite Accounting LLC.”
“Directed IRA’s staff are well trained and Directed IRA’s fees are fair and competitive. Lifetime Paradigm has worked with Direct IRA since their inception in 2018 and we will continue to recommend Directed IRA to our clients because they are the best and that is what our clients deserve.”
“As both an investment advisor and tax strategist, I try to educate our clients on the benefits of investing and diversifying into many several different asset classes, including alternatives. This complex area necessitates expert relationships, and we are excited to collaborate with Directed Trust for our tax-advantaged accounts.”
Directed IRA simplifies complex processes like digital account setup, advisor fee coordination, and compliance support. By offering tools like secure client account access and tailored fee schedules, we help streamline your operations, allowing you to focus on delivering exceptional client service.
We support clients investing in alternative assets such as real estate, private equity, cryptocurrencies, promissory notes, and more. Our platform is designed to serve diverse client needs, from individual investors to high-net-worth individuals working with financial professionals.
We understand that every professional practice is unique. Directed IRA provides customized fee schedules and advisor fee coordination to align with your business model and your clients’ specific financial goals, ensuring seamless integration with your services.
Financial advisors and RIAs can access client accounts securely through our platform. This allows you to coordinate fees, view account activity, and manage accounts efficiently, freeing up time to focus on strategic financial planning.
Take Control of Your Retirement! Amazon Best Seller. 60,000+ Copies Sold
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Directed Trust Company
3033 N Central Ave STE 400,
Phoenix, AZ 85012
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8 AM-5 PM (Mon-Fri) Arizona MST [email protected]
P: 602.899.9396
F: 602.899.9641
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Directed IRA is a Tradename of Directed Trust Company. Directed Trust Company performs the duties of a directed custodian, and as such does not provide due diligence to third parties on prospective investments, platforms, sponsors or service providers, and does not sell investments or provide investment, legal, or tax advice. Directed Trust Company is not an FDIC-insured financial institution. Alternative investments are not insured by the FDIC; are not deposits or other obligations of, or guaranteed by Directed Trust Company or any of its divisions; and are subject to investment risks, including possible loss of the principal amount invested. While uninvested funds in certain types of Directed Trust Company accounts may be eligible for FDIC pass-through deposit insurance, certain conditions must be satisfied for such insurance coverage to apply. 2025 Directed Trust Company
Mat Sorensen, Attorney, CEO, and Founder of Directed IRA, wrote the #1 book on self-directed IRAs – selling over 50,000 copies nationwide. The Self Directed IRA Handbook is a comprehensive guide written for both investors and advisors alike. Download your free copy today!
