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: From understanding the basics to expanding your IRA knowledge, STRATA provides educational and informational materials pertaining to IRAs—all in one place.
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: ServiceNOW 
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 - Our FAQ library, tailored for investors, provides swift solutions to frequently asked questions, along with video tutorials offering step-by-step guidance.
Insights Blog - 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.