---
title: How Are Investments Directed to an Account at STRATA?
description: Since the IRA is self-directed an investment direction form is needed to instruct STRATA to move available funds from the STRATA IRA to the new investment. 
---

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3. [Investment Direction](https://knowledge.stratatrust.com/financialprofessionals/investment-onboarding?hsLang=en#investment-direction)

# How Are Investments Directed to an Account at STRATA?

Because the IRA is self-directed, an investment direction form is needed to instruct STRATA to move available funds from the STRATA IRA to the new investment. 

Due to the diverse nature of investments, we offer convenient investment checklists based on asset types to help you and your clients gather the information necessary to direct an investment. Please visit our [Direct an Investment](https://www.stratatrust.com/investment_hub/direct-an-investment/) page to access the investment checklist that fits your needs.

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