STRATA assesses an annual fee as the acting custodian on the account. Our custodial duties include:
- the recording of contributions, transfers, and rollovers to the account,
- the accounting for your investment(s),
- issuing quarterly statements,
- filing the required IRS reports, and
- facilitating your investment, distribution, and other service requests.
You may sign up for AutoPay for the payment of your IRA fees, including transaction fees. It’s an easy, hassle-free way for handling routine payments of your STRATA account fees. Enrollment is easy and only takes a few minutes – just complete and submit the Fee Payment Authorization form. This form can be efficiently completed and electronically submitted via ServiceNOW's secure portal.