How Do I Authorize a Buy, Sell, or Exchange Order for Precious Metals?

STRATA does not buy, sell, or exchange precious metals. You will place your buy, sale, or
exchange an order for precious metals with the dealer of your choice. Once your transaction has been initiated with your dealer, you will need to complete and submit STRATA's Investment Direction and Disclosures Precious Metals form. You will be prompted to upload a copy of:

  • Dealer Invoice - Must be itemized to show the type, quantity, and price of the precious metals purchased.
  • Client/Dealer Agreement (if not previously provided)

When filling out the investment direction (in Section 2), you will also be asked to make a depository selection. As required by law to maintain IRA guidelines, you may not take possession of or control your precious metals while they are held in a self-directed IRA.

Finding Your Depository In Your Online Account

Once the metals have arrived at the depository of your choosing your STRATA online account will be updated. Once logged in to your account, navigate to the Positions tab where you will see a Globe iconUser Guide Screen Shot 28 to the right of your precious metals description. Hover over the globe and your depository election will appear. Example below:

Positions Tab

For more information, download our Precious Metals Investment Checklist