company logo
SELF-DIRECTED IRA KNOWLEDGE CENTER
MANAGE YOUR STRATA IRA
  • MANAGE YOUR STRATA IRA
    • ONLINE ACCOUNT ACCESS
    • ACCOUNT MAINTENANCE
    • FEES
    • ACCOUNT SECURITY AND PROTECTION
  • LEARN ABOUT SELF-DIRECTED IRAs
  • INVESTMENT OPTIONS
    • REAL ESTATE (DIRECTLY - OWNED)
    • PRIVATE EQUITY
    • PRIVATE DEBT
    • CROWDFUNDING
    • FUTURES
    • GOLD AND PRECIOUS METALS
    • STRUCTURED SETTLEMENTS
    • PUBLIC INVESTMENTS
  • FUND SELF-DIRECTED IRAs
    • DIRECT TRANSFER
    • ROLLOVER
    • ANNUAL CONTRIBUTION
  • WITHDRAWAL FROM A SELF-DIRECTED IRA
    • DISTRIBUTIONS
    • REQUIRED MINIMUM DISTRIBUTIONS (RMD)
    • CONVERSIONS
    • RECHARACTERIZATIONS
    • TRANSFERS OUT
    • DISTRIBUTIONS AND PRECIOUS METALS DEPOSITORIES
  • IRS REPORTING
    • FAIR MARKET VALUE
    • IRS FORM 5498
    • IRS FORM 1099-R
      Back to home
      1. SELF-DIRECTED IRA KNOWLEDGE CENTER
      2. MANAGE YOUR STRATA IRA
      • MANAGE YOUR STRATA IRA
        • ONLINE ACCOUNT ACCESS
        • ACCOUNT MAINTENANCE
        • FEES
        • ACCOUNT SECURITY AND PROTECTION
      • LEARN ABOUT SELF-DIRECTED IRAs
      • INVESTMENT OPTIONS
        • REAL ESTATE (DIRECTLY - OWNED)
        • PRIVATE EQUITY
        • PRIVATE DEBT
        • CROWDFUNDING
        • FUTURES
        • GOLD AND PRECIOUS METALS
        • STRUCTURED SETTLEMENTS
        • PUBLIC INVESTMENTS
      • FUND SELF-DIRECTED IRAs
        • DIRECT TRANSFER
        • ROLLOVER
        • ANNUAL CONTRIBUTION
      • WITHDRAWAL FROM A SELF-DIRECTED IRA
        • DISTRIBUTIONS
        • REQUIRED MINIMUM DISTRIBUTIONS (RMD)
        • CONVERSIONS
        • RECHARACTERIZATIONS
        • TRANSFERS OUT
        • DISTRIBUTIONS AND PRECIOUS METALS DEPOSITORIES
      • IRS REPORTING
        • FAIR MARKET VALUE
        • IRS FORM 5498
        • IRS FORM 1099-R

      MANAGE YOUR STRATA IRA

      Online account access, password help, account forms (granting access, beneficiary designations, etc.), and other items related to your STRATA IRA.

      ONLINE ACCOUNT ACCESS

      • Individual Investors: How To Set Up Online Account Access
      • Financial Professionals: How to Set Up Online Account Access
      • Who Can I Contact for Questions Regarding My STRATA IRA?

      ACCOUNT MAINTENANCE

      • Individual Investors: How To Navigate Your Online Account Portal
      • Financial Professionals: How to Navigate Your Account Access Portal
      • Account Access Security Center
      • Where Can I Find My Quarterly Account Statements, Tax Forms, and/or Account Number?
      • How Do I Add or Change the Beneficiary Designations on My Account?
      • How Do I Add or Change a Power of Attorney Designation to My Account?
      • Can I Give My Financial Advisor or a Family Member Access to My Account?
      • How Do I Update My Contact Information?
      See more

      FEES

      • How May I Pay My Annual Account Fees to STRATA?
      • When Is My Annual Account Fee Due?
      • Why Do I Pay an Annual Account Fee to STRATA?
      • Account Alerts, Paying Fees, and Setting Up AutoPay
      • Why Do I Pay an Annual Storage Fee to STRATA?
      • What Are STRATA’s Service Fees?
      • How Are My Annual Account Fees Calculated?
      See more

      ACCOUNT SECURITY AND PROTECTION

      • Secure Email Communication - Receiving a Message
      • Secure Email Communication - Initiating a Message
      • Uninvested Cash
      • Regulatory and Audit Controls
      • Professional Liability Insurance
      • Client Information Privacy
      • Business Continuity
      • Security Policy
      See more
      company logo
      • linkedin_social_link_icon_alt_text
      • twitter_social_link_icon_alt_text
      • facebook_social_link_icon_alt_text
      • CLIENT SUPPORT
      • RESOURCE CENTER
      • INSIGHTS BLOG
      • ABOUT US
      • TERMS AND CONDITIONS
      • ACCESSIBILITY POLICY
      • SECURITY POLICY
      • CONTACT US