Customer Service
Client Login
Open an Account
New Account Call

Welcome to
Directed Connect

Directed Connect is our all-in-one portal – built for security, simplicity, and control. Manage your self-directed IRA with powerful, easy-to-use tech trusted by thousands of investors.

Open an Account
Client Login
image
image-9
image-8
image-7
image-6
image-5
image-4
image-3
image-2
image-1

Everything you Need to Self-Direct
All In One Platform

Open an Account
Client Login
Interface w Copy

Frequently Asked Questions

What is Directed Connect?

Directed Connect is your all-in-one self-directed IRA portal—designed to help you open, fund, invest, and manage your account with ease. Through Directed Connect, you can initiate or track funding and contributions, upload documents, track your portfolio, and oversee every step of the self-directing process—all in one secure, streamlined platform.

Directed Connect offers a modern, tech-forward experience designed specifically for self-directed retirement investors. Unlike legacy custodians with antiquated interfaces and slow response times, Directed Connect delivers:

  • Real-time visibility into your self-directed investments
  • Fast, paperless investment submissions
  • Easy access to statements, tax forms, and transaction history
  • Secure, streamlined communication with the Directed IRA team

It’s the most intuitive and responsive platform in the industry. Built to make self-directing your IRA easier than ever.

Yes. Directed Connect shows a breakdown of all your assets, including private funds, real estate, promissory notes, and more, organized by account.

Navigate to the account you want to invest with, click “New Investment Request,” upload the required documents, and complete the guided submission. You can track the progress of your investment request in real time.

Yes. Directed Connect makes it easy to fund your self-directed account(s):
  • Transfers: Initiate your transfer from a compatible account by completing our request form
  • Rollovers: Complete a deposit instruction form and upload an account statement after you’ve initiated a rollover from your former employer plan (401(k), 403(b), etc.)
  • New contributions: Connect your bank account via Stripe to contribute to your account (based on eligibility)

We’re here to help! Book a Call with our Funding Team

All quarterly statements and tax documents (1099s, 5498s, etc.) are available under the “Documents” section.

Yes. Directed Connect uses encryption and secure transmission protocols. All uploaded files are safely stored and transmitted in accordance with our regulatory standards.
Yes. Directed Connect is fully mobile-responsive and optimized for access across smartphones, tablets, and desktops. No app required.
If you’re having trouble, try the following quick fixes:
  • Refresh the page or log out and back in
  • Clear your browser cache and cookies
  • Use an updated browser (Chrome is recommended)
  • Check your internet connection
  • Ensure your browser is up to date

Our Client Success Team can be accessed via the help button inside Directed Connect,  through email at [email protected], or by phone at 602.899.9396

No download required. Directed Connect is a web-based portal—Log-in anywhere from any browser at DirectedIRA.com to access your account instantly.

Not sure where to start?

We can help! We want everyone who self-directs their IRA to feel confident that they’re doing it right—whether your brand new or a seasoned investor. Schedule a 15-min chat with Directed IRA and we’ll help you invest in what you know!

Book a Call

Join 20,000+ Investors Self-Directing with Directed IRA

Self-Directed IRA Getting Started Resources

New to self-directed retirement accounts? These resources are designed to help you understand the fundamentals and get started the right way.

 

Access curated webinars, guides, and educational content covering investment options, account structures, and the rules that govern self-directed IRAs.

 

Enter your information below to access the resources. 

By downloading The Self-Directed IRA Handbook Resources, you opt-in to receive marketing communications from Directed Trust Company. Unsubscribe at anytime.

Get Access to SDIRA Handbook Resources

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. Get access to your SDIRA Handbook resources today!

By downloading The Self-Directed IRA Handbook Resources, you opt-in to receive marketing communications from Directed Trust Company. Unsubscribe at anytime.

Beginner's Guide:
How to Self-Direct Your IRA

By downloading Beginner's Guide: How to Self-Direct Your IRA, you opt-in to receive marketing communications from Directed Trust Company. Unsubscribe at anytime.

#1 Book
on Self-Directed IRAs

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!

By downloading The Self-Directed IRA Handbook, you opt-in to receive marketing communications from Directed Trust Company. Unsubscribe at anytime.