SELF-DIRECTED IRA KNOWLEDGE CENTER
MANAGE YOUR STRATA IRA
MANAGE YOUR STRATA IRA
ONLINE ACCOUNT ACCESS
ACCOUNT MAINTENANCE & FORMS
FEES
ACCOUNT SECURITY AND PROTECTION
GENERAL TIPS
LEARN ABOUT SELF-DIRECTED IRAs
Benefciary/Inherited IRA
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
CASH DISTRIBUTION
DISTRIBUTION - IN-KIND
PRECIOUS METALS DISTRIBUTION - LIQUIDATION REQUIRED
DELAWARE DEPOSITORY
TEXAS PRECIOUS METALS DEPOSITORY
BRINKS
DISTRIBUTIONS - TAX REPORTING
TRANSFERS OUT
CONVERSION AND RECHARACTERIZATION
REQUIRED MINIMUM DISTRIBUTIONS (RMDs)
GENERAL RMD QUESTIONS
RMD CALCULATIONS AND NOTIFICATIONS
TAKING MY RMD FROM MY STRATA IRA
TAX WITHHOLDING AND REPORTING
IRS REPORTING
FAIR MARKET VALUE
INVESTMENT INCOME AND TAXES
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 & FORMS
FEES
ACCOUNT SECURITY AND PROTECTION
GENERAL TIPS
LEARN ABOUT SELF-DIRECTED IRAs
Benefciary/Inherited IRA
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
CASH DISTRIBUTION
DISTRIBUTION - IN-KIND
PRECIOUS METALS DISTRIBUTION - LIQUIDATION REQUIRED
DELAWARE DEPOSITORY
TEXAS PRECIOUS METALS DEPOSITORY
BRINKS
DISTRIBUTIONS - TAX REPORTING
TRANSFERS OUT
CONVERSION AND RECHARACTERIZATION
REQUIRED MINIMUM DISTRIBUTIONS (RMDs)
GENERAL RMD QUESTIONS
RMD CALCULATIONS AND NOTIFICATIONS
TAKING MY RMD FROM MY STRATA IRA
TAX WITHHOLDING AND REPORTING
IRS REPORTING
FAIR MARKET VALUE
INVESTMENT INCOME AND TAXES
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
How Do I Access My Account Online?
How to Update Online Account Access Credentials
Individual Investors: How To Set Up Online Account Access
How Do I Register for Online Account Access?
Financial Professionals: How to Set Up Online Account Access
Who Can I Contact for Questions Regarding My STRATA IRA?
How Do I Change My Password?
What Happens if I Cannot Remember My Password?
See more
ACCOUNT MAINTENANCE & FORMS
Individual Investors: How To Navigate Your Online Account Portal
Where Can I Find My Quarterly Account Statements, Tax Forms, and/or Account Number?
Financial Professionals: How to Navigate Your Account Access Portal
Where Can I Find STRATA Forms?
What Do IRA Accountholders Need to Know About Beneficiary Designations?
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?
PDF Forms for Manual Submission
See more
FEES
Account Alerts, Paying Fees, and Setting Up AutoPay
How May I Pay My Annual Account Fees to STRATA?
How Are My Annual Account Fees Calculated?
When Is My Annual Account Fee Due?
Why Do I Pay an Annual Account Fee to STRATA?
Why Do I Pay an Annual Storage Fee to STRATA?
See more
ACCOUNT SECURITY AND PROTECTION
Security Policy
Professional Liability Insurance
Secure Email Communication - Receiving a Message
Secure Email Communication - Initiating a Message
Uninvested Cash
Regulatory and Audit Controls
Client Information Privacy
Business Continuity
See more
GENERAL TIPS
How to Remove a Saved Password from a Web Browser
Gmail: How to Whitelist an Email Address
Outlook: How to Whitelist an Email Address
Yahoo: How to Whitelist an Email Address
