1. Support Center
  2. Manage My Self-Directed Account

How do I View Deposits, Transactions, Fees, Statements, Tax Forms, or Funds In My Account?

You'll need to log into your Directed IRA Portal. On the left side of the screen, you can access your account's portfolio, transactions, and fees.  If you click on the "Files" menu option, and select the date range you wish to see files for, you can view statements and tax documents as well.


See How Can I Access My Online Portal?