---
title: Can STRATA Advertise or Promote My Fund/Investment Offering to Accountholders?
description: STRATA’s role is limited to that of serving as a directed, passive custodian. This means that STRATA does not solicit or endorse investments or investment sponsors. Additionally, we do not conduct any
---

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# Can STRATA Advertise or Promote My Fund/Investment Offering to Accountholders?

STRATA’s role is limited to that of serving as a directed, passive custodian. This means that STRATA does not solicit or endorse investments or investment sponsors.

Additionally, we do not conduct any due diligence on any investment. Our decision to accept an investment means that we believe the investment is *administratively feasible*—simply stated, the investment fits within our operating systems and processes, and we can fulfill our IRS reporting obligations (i.e., the IRA’s annual fair market value or good-faith estimate).

We do not act as an investment, tax, or legal advisor, nor do we provide advice such as recommending or endorsing investments or investment sponsors. 

Learn more about STRATA's role on our page [Get to Know Your Custodian](https://www.stratatrust.com/get-to-know-your-custodian/).

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

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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.