Due to scheduled maintenance, STRATA Trust's online Account Access feature will be unavailable on Sunday, October 22, 2017, between 12:00 am - 6:00 am Eastern Time. We apologize for any inconvenience this may cause.  

Contact Us

Start a relationship with a self-directed IRA professional.

Whether you’re opening a new account or just have a quick question, our team of self-directed IRA experts is here to help.

Address:

STRATA Trust Company
7901 Woodway Drive, Suite 200
Waco, TX 76712

Hours of Operation:

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

866-928-9394


For overnight packages and deliveries, please use our physical address:

STRATA Trust Company
7901 Woodway Drive, Suite 200
Waco, TX 76712

For USPS mailing of new account applications or service/processing requests, please use our PO Box address:

STRATA Trust Company
PO Box 23149
Waco, TX 76702

For overnight payments and deliveries, please use our physical address in Austin:

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

For all payments, please use our PO Box in Austin:

STRATA Trust Company
PO Box 849
Austin, TX 78767

BUSINESS DEVELOPMENT

Interested in using our services for your investors or investment platform? Contact our Business Development team.

You can email STRATA securely, and attach documents by using our secure email service.

Patrick Hagen

National Director of Business Development

BusDev@StrataTrust.com

512-945-9078

Amanda Efird

National Business Development

BusDev@StrataTrust.com

254-750-1012

Kelli Click

President

BusDev@StrataTrust.com


CLIENT SERVICES

Need help with a new or existing account? Contact our Client Services team. 

To contact our processing teams directly or to email completed and signed forms please use the following contacts.

You can email STRATA securely, and attach documents by using our secure email service.

Contact our Client Services team:

Info@StrataTrust.com

866-928-9394

Open a new IRA account:

NewAccounts@StrataTrust.com

Submit a transfer request or investment direction:

Operations@StrataTrust.com

Precious metals transactions:

PreciousMetals@StrataTrust.com

Submit initial investment documentation for review:

NewInvestments@StrataTrust.com

Provide investment activity or valuation updates:

InvestmentUpdates@StrataTrust.com


MANAGEMENT CONTACTS

To speak to a member of our management team, please reach out to one of our contacts.

 

Jeff Thompson

Chief Operating Officer

Info@StrataTrust.com

866-928-9394

Margaret McVan

Client Services Manager

Info@StrataTrust.com

866-928-9394