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Account Access

Account Access

Self Directed IRA Services, Inc. provides online account access for accountholders, their representatives and interested parties. Please click the icons below to enter the service you want.

 

          Accountholder Access                     Representative Access

                                                          Interested Party

About Our Online Access Feature

 24/7 Access To Your Account

Secure, online access to your Account(s) is available through our online Account Access* feature. You can view and download account information including balances, transaction history and account statements.

* Online Disclaimer
Self Directed IRA Services, Inc. does not guarantee the performance or privacy of the online Account Access feature or the internet. Website access may be unavailable at times. We are not liable for the unavailability of access to the website or for any loss for any reason associated with the online Account Access feature or its use.

 

Supported Web Browsers

Our Online Access feature supports the latest publicly available versions of these browsers:
  • Microsoft Internet Explorer
  • Apple Safari
  • Mozilla Firefox       

 

Workstation Settings

To access your account, the following minimum workstation characteristics are recommended. Performance issues may arise if workstation falls below these minimum recommendations:
  • 512 MB RAM minimum 
  • Control Panel Display Settings to 1024 x 768 pixels 
  • Browser Cache option set to "Every time" 
  • Browser Cookie options set to “On” 
  • Adobe Acrobat 6.0 (or newer)
  • Windows Explorer File Types must have XLS set to open a new window (Tools, Folder Options, File Types). 

Self Directed IRA Services, Inc. performs the duties of an IRA custodian and, as such, does not provide investment advice or sell investments, nor offer any tax or legal advice.
Please review our Security Policy prior to accessing your Account.

For any questions regarding privacy, please review our Privacy Policy.