--- title: What Products and/or Tools Does STRATA Offer? description: As a custodian, we don't sell, promote, or offer any investments, nor do we provide financial, tax, or legal advice. STRATA provides the required IRA administration and asset custody services for Traditional, Roth, SEP, and SIMPLE IRAs. --- [Skip to content](https://knowledge.stratatrust.com/financialprofessionals/what-products-and/or-tools-does-strata-offer#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. [About STRATA](https://knowledge.stratatrust.com/financialprofessionals/about-strata?hsLang=en) 3. [Innovation and Technology](https://knowledge.stratatrust.com/financialprofessionals/about-strata?hsLang=en#innovation-and-technology) # What Products and/or Tools Does STRATA Offer? As a custodian, we don't sell, promote, or offer any investments, nor do we provide financial, tax, or legal advice. STRATA provides the required IRA administration and asset custody services for Traditional, Roth, SEP, and SIMPLE IRAs. Rest assured; we'll never compete with you for your client's business.  STRATA does offer several self-help resources that simplify the process of holding alternative assets within a self-directed IRA. Click the links below to explore more.   [**Resource Center**](https://www.stratatrust.com/resource-center/):From understanding the basics to expanding your IRA knowledge,STRATA provides educational and informational materials pertaining to IRAs—all in one place.  [**Investment Hub**](https://www.stratatrust.com/investment_hub/): Our Investment Hub offers a structured journey designed to assist financial professionals and investors in navigating the onboarding, funding, and directing phases of a new investment. Within this resource, you'll find investment checklists outlining the specific documents required by STRATA at various stages of the process, along with timelines and anticipated next steps. [**Forms**](https://www.stratatrust.com/resource-center/forms/#account-opening-and-disclosure-forms):  ServiceNOW ![ServiceNowSymbol](https://knowledge.stratatrust.com/hs-fs/hubfs/ServiceNowSymbol.png?width=26&height=30&name=ServiceNowSymbol.png) is STRATA's user-friendly self-service platform, facilitating rapid electronic form submission. With ServiceNOW, individuals can efficiently complete, sign, upload supporting documentation, and securely transmit their service requests to STRATA within minutes. [**FAQs**](https://knowledge.stratatrust.com/?hsLang=en) - Our FAQ library, tailored for investors, provides swift solutions to frequently asked questions, along with video tutorials offering step-by-step guidance. [**Insights Blog**](https://www.stratatrust.com/insights/)- Our blog is filled with sharable educational and informative articles focused on tax-advantaged investing, legislation updates, and timely topics around required minimum distributions, fair market valuations, tax reporting, and much more.  - [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) 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.