Farmers for Innovation (FFI) has chosen STRATA Trust Company as its custodian of choice to offer tax-deferred Self-Directed IRAs as a simple way to purchase shares of its private offering.
FFI investors that choose to invest through a STRATA Self-Directed IRA will receive competitive annual fees on STRATA’s IRA Fee Schedule.
In addition, FFI investors will have a STRATA-dedicated team that they can speak to about opening, funding, and investing in FFI’s private offering through their Self-Directed IRA.
HERE’S HOW IT WORKS:
Step 1: Establish a new self-directed IRA (SDIRA) Flex account with STRATA via the Online IRA Application – FLEX.
Step 2: Complete an IRA Transfer Request Form that allows STRATA to initiate the transfer of funds from your existing IRA to your new STRATA account.
Step 3: STRATA establishes your SDIRA account, funded with the transfer from your existing IRA provider.
Step 4: FFI provides your investment subscription documents for electronic signature.
Step 5: Complete the Alternate Investment Direction Form that authorizes STRATA to send funds to FFI for your investment purchase.
Step 6: STRATA will process your Farmers for Innovation investment as soon as your transferred funds are received by STRATA.
To learn more about Farmers for Innovation and their investing opportunities please visit FarmersForInnovation.net.
QUESTIONS? CONTACT YOUR DEDICATED CLIENT SERVICES TEAM AT 254-750-1013.
ABOUT STRATA TRUST COMPANY
- A+ Rating with the Better Business Bureau
- No telephone hold times
- Easy communication
- Competitive fees and complete fee transparency
- Faster processing
- Robust regulation by state and federal banking regulators
- Serving more than 38,000 clients nationwide
- Over $2 billion in assets under custody
Farmers For Innovation has chosen STRATA Trust Company as its custodian of choice to offer Self-Directed IRAs as a simple way for individuals to invest in Farmers For Innovation’s offerings. STRATA serves only as a directed, passive custodian and does not provide financial, tax, or legal advice. STRATA is a wholly-owned subsidiary of Horizon Bank, SSB, and has no affiliation or ownership with Farmers For Innovation. In addition, this website should not be viewed as an endorsement by STRATA, and prospective investors should complete their own due diligence before investing. For more information about the roles and responsibilities of an IRA custodian and the accountholder, please refer to STRATA’s Get To Know Your Custodian guide.