What Else Should I Know About a Direct Transfer?

It’s important to remember that when transferring assets in-kind (other than cash), the assets must be something that STRATA Trust Company will accept and hold. If the asset(s) to be transferred is property (directly-owned) or private equity or private debt investment, please refer to the appropriate investment checklist (see Onboard My Investment). Direct transfers of publicly traded stocks, bonds and mutual funds require a brokerage account with any clearing firm or discount brokerage.

For more information about direct transfers, visit Fund My IRA.