---
title: How do I request a partial or full transfer of my STRATA account to another custodian?
description: Overview of partial or full transfer instructions, processing times, and fees.
---
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# How do I request a partial or full transfer of my STRATA account to another custodian?
Transfers are initiated by the receiving (successor) custodian. To begin the process, contact the successor custodian and complete their transfer request paperwork, indicating whether the request is for a full or partial transfer.
Once completed, the successor custodian will submit the transfer request and instructions to STRATA on your behalf. The request must generally include:
- Clear asset delivery instructions
- The accountholder’s signature
- A Letter of Acceptance signed by an authorized representative of the successor custodian
#### Fees
#### Please see our [IRA Fee Schedule](https://www.stratatrust.com/resource-center/fees/) to determine the fees associated with this request.
#### Processing Times
Once STRATA receives the transfer paperwork in good order, requests are generally processed within three business days.
Overall transfer timing depends on:
- The successor custodian’s processing procedures
- The delivery method selected on the transfer request
- Whether the transfer involves cash or in-kind assets
Please follow up directly with the successor custodian regarding the status and completion timeline of your transfer request.
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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.