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FINANCIAL PROFESSIONALS KNOWLEDGE CENTER
Investment Onboarding
Investment Onboarding
Overview of the pre-custody process, IRA funding, and investment direction instructions.
Investment Set-Up Quick Guide
Pre-Custody Review
What Alternative Investments Can STRATA Custody?
What Documents Does STRATA Need for Its Administrative Review of an Investment?
What Documentation Is Needed to Onboard a New Investment?
Funding
How Do I Roll Over Assets From a Client’s 401(K) or Other Eligible Workplace Retirement Plan to a STRATA Self-Directed IRA?
What Is an IRA Direct Transfer?
Are Clients Required To Transfer Their Entire Account in a Direct IRA Transfer?
Investment Direction
How Are Investments Directed to an Account at STRATA?
Do I Need To Confirm Investment Purchases?
How Do I Provide Investment Confirmation to STRATA?
What If There Are Capital Calls with My Investment?
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