How Do I Initiate a Direct Transfer?

It’s easy to request a direct transfer of your IRA funds or assets.

• If you don't already have an account with us, you’ll need to open an account and set up an IRA. For step-by-step instructions, see Instructions for Opening an Account: Traditional, Roth, or Sep IRA.
• If you’re an existing account holder, get started with STRATA's IRA Transfer Request Form.

For more information about direct transfers, visit Fund My IRA.