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title: Financial Professionals Knowledge Center
description: Financial Professionals Knowledge Center
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### [![](https://knowledge.stratatrust.com/hubfs/Financial%20Professionals%20Knowledge%20Base_Investment%20Onboarding.png) Investment Onboarding Overview of the pre-custody process, IRA funding, and investment direction instructions.](https://knowledge.stratatrust.com/financialprofessionals/investment-onboarding?hsLang=en)

### [![](https://knowledge.stratatrust.com/hubfs/FP_KB_Maintenance.png) Investment Maintenance Overview investment sponsor required reporting.](https://knowledge.stratatrust.com/financialprofessionals/investment-maintenance?hsLang=en)

### [![](https://knowledge.stratatrust.com/hubfs/FP_KB_Services.png) About STRATA Learn more about STRATA, what sets us apart, and the services we offer.](https://knowledge.stratatrust.com/financialprofessionals/about-strata?hsLang=en)

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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.