How do I direct an investment in my STRATA account?

To direct an investment within your self-directed account, you must submit the required documentation to STRATA before funds are released.

Step 1: Confirm your account is funded

Before directing an investment, ensure your account has sufficient available cash. If you have not yet funded your account, visit the Fund Your Account page to learn how to transfer, roll over, or contribute funds.

Step 2: Submit direction instructions

Because self-directed investment options vary (real estate, private placements, promissory notes, precious metals, etc.), STRATA provides investment-specific checklists that outline:

• Required investment paperwork

• Supporting documents

• Titling requirements

• Funding instructions

Visit the Direct an Investment page, select the checklist for your asset type, and submit the required documents along with the corresponding direction form.