Reviews and Ratings 2024

Are you interested in investing in alternative assets via a self-directed IRA? If so, you must find a reputable business with which to collaborate., formerly known as IRA Services Trust Company, is one of the businesses you may wish to consider. Find out if this firm is genuine or a scam, and whether we recommend them in our reviews.

What Is Reviews, a subsidiary of Forge Trust Company, is a self-directed IRA custodian and administrator. The company is based in San Carlos, California, and has been around since 1969. Owing to the immense experience acquired over the years, has managed to build formidable relationships with investors, gaining massive trust and acquiring numerous clients over the last 20 years. The company manages a whopping $13 billion worth of assets.

In contrast to the majority of companies in the self-directed IRA industry, provides both administrative and custody services. Additionally, they offer a variety of investment assets, allowing you to choose only those that meet your specific investment requirements. Products products offers both custodial and administration services for self-directed IRAs, as previously mentioned. In addition, they offer a variety of alternative assets, so it is up to you to decide which type of asset you desire to invest in. Among these assets are precious metals IRAs, Real Estate IRAs, Private Equity IRAs, Crowdfunding IRAs, and Promissory Notes IRAs, among others. Individual 401(k), Roth IRA, Traditional Individual IRA, Simple IRA, and SEP IRA are some of the self-directed IRA account types available.

Company Info


San Carlos, California


1160 Industrial Rd Ste 1

San Carlos, CA 94070-4128

Year Founded:



Edwin Blue, Gary Shumm



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How It Works

Getting started with is an uncomplicated three-step process. Depending on your investment objectives, you must first determine the type of self-directed IRA you desire to establish. After selecting the account type, you can create an online account or obtain the account application form from their website to complete offline.

The second step is to fund your self-directed account by transferring or rolling over funds from your current IRA. If you prefer not to roll over or transfer funds, you can also make an annual cash contribution via check or electronic transfer.

The final step is to select an asset from the diverse selection available and to contact the personnel for assistance with completing your investment.

Pros of

  • Sophisticated Transaction Processing utilizes cutting-edge technology, so your transactions with them will not only be quick and accurate but also highly efficient.

  • 24-Hour Access to Your Accounts

The company allows you to access and administer your accounts 24 hours a day, seven days a week.

  • Direct Assistance from Staff

If you encounter problems during account opening, fund transfer, etc., you will receive direct assistance from their highly experienced staff.

  • Broad Range of Assets

As stated, offers a wide variety of investment assets, unlike other IRA companies that offer only a few. Thus, they allow you to compare and select the assets that best meet your requirements.

  • Multiple Accounts to Choose from

There are a variety of self-directed IRA account options available.

Cons of

  • Fees Are not Disclosed Beforehand

The company asserts that its prices are fair and competitive. Nonetheless, the fees are not disclosed in advance, which is a poor practice. Before establishing a self-directed IRA account with them, you have the right to know what fees will be charged.

  • Negative Customer Reviews and Ratings

We discovered numerous negative reviews and complaints on numerous websites, including the Better Business Bureau, with the majority of customers condemning the company’s poor customer service.

  • Higher Annual Fees.

In comparison to other custodians we’ve reviewed,’s annual fees are a bit more expensive. Keep in mind that some of our top-rated IRA companies waive all fees for the first year.

Customer Reviews & Ratings is accredited by the Better Business Bureau and has a rating of 1.6 out of 5 stars based on 23 customer reviews and 6 customer complaints on the platform. Below is a screenshot of a selection of BBB testimonials that we analyzed.

customer reviews and ratings BBB has a 2.5 out of 5 stars rating on Yelp based on 66 user reviews. The company does not have any reviews on Business Consumer Alliance, Trustlink, or Trustpilot.

Should You Consider for Your Precious Metals IRA Rollover?

We would have recommended if not for its low ratings on third-party review sites like the Better Business Bureau and Yelp. Numerous complaints accuse the company of providing poor customer service and charging excessive IRA fees. Therefore, we recommend our top-rated precious metals company, which has the lowest IRA fees and the highest ratings and reviews. Click the link below to learn more.

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IS Legit or a Scam? has been in operation for more than four decades. Moreover, the firm administers over $13 billion in assets, which demonstrates its credibility and legitimacy. is therefore not a scam.

Alternatives to Reviews Conclusion is a self-directed IRA administrator and custodian based in San Carlos, California. The company has amassed thousands of consumers over the past several decades and enjoys a long-standing reputation. They are renowned for providing an extensive selection of investment assets and IRA accounts.

On the downside, has been accused of providing poor customer service and charging excessive IRA fees. In addition, there are no reviews of the company on reputable online platforms such as Trustlink, Trustpilot, and the Business Consumer Alliance.

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