IRA Financial User Reviews

IRA Financial
IRA Financial
IRA Financial Trust Company

Top reviews

New Release is great!

IRA Financial just released a new version. It’s aligned with their website and web app. I love the new app, it’s very easy to use!

Crash crash crash

The latest update (16 July) crashes when you try to navigate to anything after the initial home screen is displayed. Worthless.

Don’t count on it working

Used to be a ghetto, poorly formatted link farm. Now it’s a ghetto poorly formatted link farm that doesn’t allow you to log in.

Wonderful app

Easy to use and organized

Great app

You have everything you need right at your fingertips so easy to use too.

Love the APP.

Easy to access & access❤️

Easy to use!

Awesome app! So easy to use!

Works great!

Love it!

Fantastic

Very easy to use app

User Friendly

Easy to use and organize!

Great app

User friendly and very intuitive!

RUN AWAY!

Don’t walk, RUN away from signing up with these guys. The app is garbage and you can’t even read all the documents they want you to e-sign before you do so. Would have preferred they just send me the PDF’s or use a website. Their “on boarding” process is convoluted and takes forever, with emails coming in from various random people at the company with little explanation of how any of the stuff works. Just an endless onslaught of papers to sign over a span of 3-5 weeks. Really regret signing up with them but it’s a sunk cost at this point.
Show more

Total waste of time for EXISTING clients

If you already have an account then this app is a waste of time because it doesn’t allow you to add your existing account. Worse yet, the chat help is a connection to an unrelated chat “call center” and those people don’t have a clue about which company you’re discussing because they take calls for numerous companies.
Show more

Great App!

Useful info for self directed IRA and 401k! Getting my plan set up.