SDIRA Custodian Reviews (Excel File)

Use this Excel workbook to screen self-directed IRA custodians by comparing scores across 6 different review sites for each of the 40+ companies that administer SDIRAs.  With it you can:

• Quickly sort and screen custodians by comparing their overall scores
• Access direct links to read each custodian’s reviews at these sites:
  • Google
  • Yelp
  • Trustpilot
  • Facebook
  • Better Business Bureau
  • Sitejabber
• Determine if a custodian might be biasing reviews by soliciting only positive reviews
• Check for the presence of “spam reviews”
• Link to each custodian’s fee schedules to determine which of the highest-ranked custodians are the most cost-effective for your needs

The information in the workbook is current as of June 30, 2022, with a quarterly update scheduled for release on September 30, 2022.