FINANCIAL PROFESSIONALS KNOWLEDGE CENTER
About STRATA
Investment Onboarding
Pre-Custody Review
Funding
Investment Direction
Investment Maintenance
Fair Market Value
Investment Income and Taxes
About STRATA
Innovation and Technology
Account Access
Fees and Billing
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FINANCIAL PROFESSIONALS KNOWLEDGE CENTER
About STRATA
Investment Onboarding
Pre-Custody Review
Funding
Investment Direction
Investment Maintenance
Fair Market Value
Investment Income and Taxes
About STRATA
Innovation and Technology
Account Access
Fees and Billing
About STRATA
Learn more about STRATA, what sets us apart, and the services we offer.
STRATA Services
What Are the Advantages of Using Alternative Investments in a STRATA Self-Directed IRA for My Clients?
How Can STRATA Help My Investors Who Want To Use IRA Funds To Invest in My Fund/Investment Offering?
Can STRATA Advertise or Promote My Fund/Investment Offering to Accountholders?
What Does STRATA Offer to My Clients That Other Custodians Do Not?
Innovation and Technology
What Products and/or Tools Does STRATA Offer?
Does STRATA’s Platform Integrate with My Portfolio Management System?
Does STRATA Offer Institutional IRA Services to Investment Sponsors, Platforms, Asset Providers, and Financial Advisors?
Account Access
Financial Professionals: How to Set Up Online Account Access
How to Navigate Your Account Access Portal
ADR or IP: How to Update Online Account Access Credentials
How Often Are Client Statements Generated for Advisor Access?
Fees and Billing
What Are Your Fees?
How Can I Pay the STRATA IRA Fees for My Clients?
