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Client Support

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STRATA has over 350 years of expertise in the custody of alternative assets. Ask us anything! A member of our customer support team is ready to help.

Connect with client services

Address:

STRATA Trust Company
7901 Woodway Drive
Waco, TX 76712

Hours of Operation:

Monday – Friday
8:00am – 5:30pm Central Time

Overnight packages and deliveries:

STRATA Trust Company
7901 Woodway Drive
Waco, TX 76712

USPS mailing of new account applications or service/processing requests:

STRATA Trust Company
PO Box 23149
Waco, TX 76702

Overnight payments and deliveries:

STRATA Trust Company
901 S. Mopac Expressway
Barton Oaks Plaza II, Suite 100
Austin, TX 78746

All payments:

STRATA Trust Company
PO Box 849
Austin, TX 78767

Pay Fees Online

ACH/Wire Instructions

Please complete and submit the Deposit Certification prior to the fund being sent. Funds received without prior notification may cause delays in processing. Funds should be sent to STRATA IRA as shown below

Wire Instructions

Bank Name: Horizon Bank

Bank Address: 600 Congress Ave Austin, TX 78701

ABA: 111907940

For Credit To: STRATA Trust Company, Custodial Account

Account #: 4515532

For Further Credit To: Account holder’s Name, IRA#

ACH Instructions

Bank Name: Horizon Bank

Bank Address: 600 Congress Ave Austin, TX 78701

ABA: 111907940

For Credit To: STRATA IRA Acct # and Accountholder’s Last Name

Account #: 4515532

Account Type: Checking/DDA

Please complete all applicable information on the Deposit Certification and submit along with the check. If funds are being sent via ACH or wire, please email or fax the Deposit Certification to our Accounting group prior to sending the funds.

Worried about missing important payment deadlines?

Turn the payment of your IRA fees, including transaction fees, on cruise control with AutoPay. 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.

Enroll in autopay

Expand Your IRA Tax Knowledge

October Top 10 IRA Deadlines

September 10, 2023 Read time: 4 Minutes

Being three-quarters of the way into 2023, the 2022 tax year may be out of mind for many people – but for self-directed IRA owners, October brings many last-chance deadlines...

Utilizing Retirement Savings and Tax Strategies for College Expenses

August 30, 2023 Read time: 6 Minutes

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Legislative Changes Impacting Missed RMDs

April 10, 2023 Read time: 5 Minutes

If you fail to take a required minimum distribution (RMD) from your self-directed IRA, you’ll owe an excess accumulation tax to the IRS. This includes IRA owners age 70½, 72,...

Never Miss a Communication

Have you ever waited on an email, gotten frustrated when you couldn’t find it, just to realize that it wound up in SPAM? Whitelisting will let you directly add important addresses to your approved recipient list.

Android Whitelist Instructions
Open an email from the sender you wish to whitelist, click their icon/picture, and then click "Add to Contacts."
Apple Mail Whitelist Instructions
Apple Mail doesn’t have the option to whitelist like some other email providers do. Instead, all you can do is mark something as “Not Junk” and it will be sent to your inbox. Here’s how:
1. Open your Mail app and go to the Mailboxes screen.
2. Select the Junk folder.
3. Find the email you want to whitelist and swipe left to see options.
4. Tap the More button.
5. Tap the Mark button.
6. Tap the Mark as Not Junk button.
Gmail Whitelist Instructions
Gmail does not provide a quick fix for whitelisting. The best way is to add STRATA as a contact in your Gmail database. Google will send any incoming emails from your contact list directly to your inbox. You can create a contact from an existing email or create a brand new contact without having an email.
- Create a contact from an existing email:
1. If your email is in the Spam folder, move it into your Inbox. (You can do this by clicking the "x" next to Spam)

2. Find and open the email now located in your inbox. Once the email is open, click on the contact name (STRATA Trust Company). Then click More Info.

3. On the far right, you will see the contact details pop up. Click the Add Contact button.
- Create a brand new contact in Gmail:
If you not getting any emails at all, use this method to add contacts directly to your address book.

1. Log in to your Gmail account. Click on your profile icon, located on the far right of the screen

2. Click Manage your Google Account

3. Click People & Sharing

4. Click Contacts

5. Click Create Contact
Outlook Whitelist Instructions
For Outlook 20XX and Outlook 365
- Make sure the Home tab is selected (1), then click on the Junk inbox (2) and find the email you would like to whitelist
- (3) Highlight the selected email (click on the email 1x to highlight without opening it fully)
- Select Junk (4), then select Never Block Sender's Domain (@example.com)
Yahoo Whitelist Instructions
Yahoo does not guarantee messages from desired senders won't be sent to spam, but the steps below will help. Add a Contact to Yahoo Account:
1. From Yahoo Mail, select the Contacts icon
2. Select Add a new contact
3. Enter the sender’s information, including the sender email address
4. Select Save
Unmark email as spam:
From a mobile browser
1. Go to Yahoo Mail in your mobile device’s web browser
2. Tap the Sidebar menu icon
3. Tap the Spam folder
4. Select the desired email from the sender
5. Tap the Move icon
6. Tap Inbox
From a computer
1. Go to Yahoo Mail on your computer’s web browser
2. Select the Spam folder If you don’t see the “Spam” folder, select More below the “Sent” folder
3. Open the desired email from the sender
4. Select Not Spam at the top of the page and the email will return to your Inbox
Additional Clients Whitelist Instructions

For more information about whitelisting additional email clients, you can refer to LifeWire's resource How to Whitelist Email Addresses.