Your New Client Portal
You spoke, and we listened. We’re thrilled to introduce Directed Connect, a brand-new platform designed to enhance your Self-Directed IRA experience. Here’s what’s fresh and exciting with Directed Connect.
Brand New Dashboard
Now when you login you’ll be taken to your account Dashboard. Here you’ll be able to view your account information.
- All accounts in one view, if you have more than one.
- Account management made easy – review statements, tax forms, fees, transactions, and more.
- Quick Resume -Finish your partial application in one click.
- Open Requests– Immediately see any existing requests submitted to us, with status.
Accounts
Self-Direct with account forms, investments, rollover/transfers, and contributions.
- We’ve introduced new features that display your available funds, any pending cash, and the total market value of your account, calculated using your fair market values (FMVs).
- Quickly see contribution, distribution, and fee amounts.
Investments
We’ve updated our investment area. You can view all your principal cash and principal investments in this section.
- View the last reported Fair Market Value.
- Manage Your Investment for payment requests, valuations, investment/capital, and asset sales.
- Data updated from the previous day’s processed activity.
Transactions, Statements, & Tax Forms
We’ve updated portal to give you instant access to see all your activity and statements.
- Filter transactions and statements by type or date.
- Download statements and tax forms at any time.
Billing / Payments
We’ve made seeing your fees and making payments easy.
- Add, update, or delete a credit card on file.
- View and pay your Fees securely via Stripe.
- View other fee and payment history.
Explore the New Portal
Log in to your Directed IRA account now.
