Why Do I Pay an Annual Account Fee to STRATA?

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.