How do I establish a recurring contribution?

You may request a recurring ACH contribution by connecting with our Customer Service Team online, book a meeting at a time convenient for you, or call us directly at 866-928-9394, 8:00 am - 5:00 pm Central Time, Monday-Friday.

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Why STRATA

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.