STRATA assesses an annual fee as the acting custodian of 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 to handle 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.
- Online submission is the quickest and most secure way to provide STRATA with your information. If the option is available, a ServiceNOW icon
will be displayed. Click the icon to launch the online form, where you will see a pop-up asking for your email address.
If, for any reason, you are not able to complete the online submission in one session, your information is automatically saved, and you can retrieve your document using the access link provided via email. - For manual submission, simply click the PDF text link located inside the form description to launch the document, fill it in, and then follow the submission instructions provided on the form.