Skip to content

STRATA_2c_dark-Jan-30-2026-08-39-57-4702-PM

How can we help you today?

There are no suggestions because the search field is empty.

Financial Professionals Knowledge Center
Investment Maintenance

Investment Onboarding
Investment Maintenance
- Fair Market Value
- Investment Income and Taxes
About STRATA

Investment Maintenance

Overview investment sponsor required reporting.

Fair Market Value

Should I Provide Valuation Updates to STRATA Regarding Investments Held Within My Client's IRA?
Is There a Way to Bulk Update Investment Fair Market Values?

Investment Income and Taxes

What Should the TIN on Schedule K-1 List?
How Do I Send Investment Distributions to Investors?

Get Started
Contact Us
Self-Directed IRAs
Insights Blog
Resource Center
Why STRATA

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.