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Self-Directed IRA Investors Switching Custodians Put Customer Support First
IRA Financial said better customer support and specialist access are driving switches, with a 4.8-out-of-5 Trustpilot rating and more than 2,000 reviews.
- On Wednesday, October 21, 2026, IRA Financial reported that roughly 3 out of 4 new Self-Directed IRA accounts come from investors switching custodians, citing superior customer support as the primary driver.
- Investors leaving other custodians often report frustration reaching knowledgeable specialists for real estate closings, private placements, or tax questions—a gap IRA Financial's support model addresses directly.
- The firm's US-based team maintains a 4.8 TrustScore on Trustpilot from more than 2,000 reviews, with 91% rated five stars and a 97% client retention rate.
- Founded in 2010 by tax attorney Adam Bergman, Esq., the Sioux Falls, South Dakota-based firm administers over $8 billion in assets across more than 27,000 active accounts charged a flat $495 annually.
- Investors should use direct trustee-to-trustee transfers to avoid IRS tax penalties; indirect rollovers count toward a 12-month limit and risk a 10% early withdrawal tax if exceeded.
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Self-Directed IRA Investors Switching Custodians Put Customer Support First
Coverage Details
Total News Sources41
Leaning Left4Leaning Right2Center31Last UpdatedBias Distribution84% Center
Bias Distribution
- 84% of the sources are Center
84% Center
11%
C 84%
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