---
title: Are Clients Required To Transfer Their Entire Account in a Direct IRA Transfer?
description: No, clients may complete a partial transfer for only the investment(s) they wish to hold. Oftentimes, the STRATA IRA will be one part of your client's overall retirement portfolio.
---

[Skip to content](https://knowledge.stratatrust.com/financialprofessionals/are-clients-required-to-transfer-their-entire-account-in-a-direct-ira-transfer#main-content)

[![STRATA\_2c\_dark-Jan-30-2026-08-39-57-4702-PM](https://knowledge.stratatrust.com/hs-fs/hubfs/STRATA_2c_dark-Jan-30-2026-08-39-57-4702-PM.png?width=328&height=111&name=STRATA_2c_dark-Jan-30-2026-08-39-57-4702-PM.png)](https://www.stratatrust.com/)

Open main navigation

Close main navigation

 How can we help you today?

- There are no suggestions because the search field is empty.

1. [Financial Professionals Knowledge Center](https://knowledge.stratatrust.com/financialprofessionals?hsLang=en)
2. [Investment Onboarding](https://knowledge.stratatrust.com/financialprofessionals/investment-onboarding?hsLang=en)
3. [Funding](https://knowledge.stratatrust.com/financialprofessionals/investment-onboarding?hsLang=en#funding)

# Are Clients Required To Transfer Their Entire Account in a Direct IRA Transfer?

No, clients may complete a partial transfer for only the investment(s) they wish to hold. Oftentimes, the STRATA IRA will be one part of your client's overall retirement portfolio.

View our [STRATA Investor Surveys](https://www.stratatrust.com/search/investor-survey/) for more insight on how investors typically leverage alternative assets in their overall retirement strategy. 

- [Investment Onboarding](https://knowledge.stratatrust.com/financialprofessionals/investment-onboarding?hsLang=en#main-content)

    - [Pre-Custody Review](https://knowledge.stratatrust.com/financialprofessionals/investment-onboarding?hsLang=en#pre-custody-review)
    - [Funding](https://knowledge.stratatrust.com/financialprofessionals/investment-onboarding?hsLang=en#funding)
    - [Investment Direction](https://knowledge.stratatrust.com/financialprofessionals/investment-onboarding?hsLang=en#investment-direction)
- [Investment Maintenance](https://knowledge.stratatrust.com/financialprofessionals/investment-maintenance?hsLang=en#main-content)

    - [Fair Market Value](https://knowledge.stratatrust.com/financialprofessionals/investment-maintenance?hsLang=en#fair-market-value)
    - [Investment Income and Taxes](https://knowledge.stratatrust.com/financialprofessionals/investment-maintenance?hsLang=en#investment-income-and-taxes)
- [About STRATA](https://knowledge.stratatrust.com/financialprofessionals/about-strata?hsLang=en#main-content)

    - [Innovation and Technology](https://knowledge.stratatrust.com/financialprofessionals/about-strata?hsLang=en#innovation-and-technology)
    - [Account Access](https://knowledge.stratatrust.com/financialprofessionals/about-strata?hsLang=en#account-access)
    - [Fees and Billing](https://knowledge.stratatrust.com/financialprofessionals/about-strata?hsLang=en#fees-and-billing)

- [Get Started](https://www.stratatrust.com/get-started/)
- [Contact Us](https://www.stratatrust.com/contact-us/)
- [Self-Directed IRAs](https://www.stratatrust.com/sdiras/)
- [Insights Blog](https://www.stratatrust.com/resource-center/insights-blog/)
- [Resource Center](https://www.stratatrust.com/resource-center/)
- [Why STRATA](https://www.stratatrust.com/why-strata/)

[![STRATA\_white (no background)-3](https://knowledge.stratatrust.com/hs-fs/hubfs/STRATA_white%20(no%20background)-3.png?width=200&height=68&name=STRATA_white%20(no%20background)-3.png "STRATA_white (no background)-3")](https://www.StrataTrust.com)

<https://www.facebook.com/STRATATrustCo> <https://x.com/StrataTrustCo> <https://www.linkedin.com/company/strata-trust/>

STRATA Trust Company (“STRATA”) performs the duties of a directed (passive) custodian, and as such does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers or service providers. As a custodian, STRATA does not sponsor, endorse or sell any investment and is not affiliated with any investment sponsor, issuer or dealer. STRATA does not provide investment, legal or tax advice. Individuals should consult with their investment, legal or tax professionals for such services.