---
title: Investment Maintenance | Financial Professionals Knowledge Center
description: Overview investment sponsor required reporting.
---

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1. [Financial Professionals Knowledge Center](https://knowledge.stratatrust.com/financialprofessionals)
2. [Investment Maintenance](https://knowledge.stratatrust.com/financialprofessionals/investment-maintenance)

# 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?](https://knowledge.stratatrust.com/financialprofessionals/how-can-i-provide-valuation-updates-to-strata-regarding-investments-held-within-my-ira)
- [Is There a Way to Bulk Update Investment Fair Market Values?](https://knowledge.stratatrust.com/financialprofessionals/is-there-a-way-to-bulk-update-investment-values)

## Investment Income and Taxes

- [What Should the TIN on Schedule K-1 List?](https://knowledge.stratatrust.com/financialprofessionals/what-should-the-tin-on-schedule-k-1-list)
- [How Do I Send Investment Distributions to Investors?](https://knowledge.stratatrust.com/financialprofessionals/where-do-i-send-investment-distributions)

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

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

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

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    - [Account Access](https://knowledge.stratatrust.com/financialprofessionals/about-strata#account-access)
    - [Fees and Billing](https://knowledge.stratatrust.com/financialprofessionals/about-strata#fees-and-billing)

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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.