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
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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
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?
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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?
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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
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