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Welcome Fortuna Bank IRA Investors

 

Fortuna Bank has chosen STRATA Trust Company as its custodian of choice to offer tax-deferred Self-Directed IRAs (SDIRAs) as a simple way to purchase shares of their private stock.

Fortuna Bank investors that choose to invest through a STRATA Self-Directed IRA will receive a competitive annual fee schedule: IRA Fee Schedule – Special Flex.  In addition, Fortuna Bank investors have a STRATA-dedicated team to assist with account opening, investment funding, and any post-investing questions through their self-directed IRA. Typical STRATA investment timelines are 5 – 8 business days to Open, Fund, and Direct your investment. These estimates are subject to change based on the timeline of the transferring IRA service provider and the selected funding method, as noted in Step 2.

To learn more about Fortuna Bank and its investing opportunities, please visit: www.fortunabank.com.

 

How It Works:

 

Step 1: Open 

Establish a new self-directed IRA account with STRATA via the online account setup.

 

Step 2: Fund

Investors will be asked in the IRA Transfer section of the online account setup application, “Would you like to complete the STRATA Transfer Request form today?”

  • If you are ready to move funds now, select “Yes.” If  you would like to move funds later, select “No.”
  • If transferring funds from another IRA service provider, STRATA is dependent on their processing timelines which can take up to 14 business days or up to 30 days for rollovers.
 

Step 3: Direct 

Once STRATA receives your online application we will reach out with a pre-populated Investment Direction form for you to review and sign electronically.

  • STRATA will fund your Fortuna Bank investment once your Investment Direction form is returned to STRATA and as soon as your transferred funds settle in your STRATA IRA
Questions?
Dedicated Account Service Contact at STRATA Trust Company

Mylene Erwin

Relationship Manager

866-255-1931 Mylene.Erwin@StrataTrust.com

Meet Mylene

  • 17+ years of experience in the banking and self-directed retirement industry
  • Enjoys connecting with people
  • STRATA Bedrock Award winner for Service First and Client Centric
Business Development Contact

Patrick Hagen

National Director of Business Development

512-945-9078 Patrick.Hagen@StrataTrust.com

Meet Patrick

  • 19+ years in the self-directed retirement industry
  • Enjoys educating and teaching others
  • Featured speaker and contributing author for national publications
ABOUT STRATA TRUST COMPANY

To learn more about STRATA, view our Get to Know Your Custodian guide.

  • More than 350 years of industry experience
  • In-depth asset expertise in a wide array of traditional, alternative, and non-exchanged traded investments
  • Easy-to-use, customer-focused technology that makes IRA transactions seamless
  • Competitive fees and complete fee transparency
  • Quick to respond and easily accessible
  • Unmatched personalized service and dedication
  • Online account access 24/7 to view account activity or download account statements and notifications
  • Robust regulation by state and federal banking regulators

Fortuna Bank has chosen STRATA Trust Company as its custodian of choice to offer Self-Directed IRAs as an easy and efficient way for individuals to invest in Fortuna Bank offerings. STRATA serve 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 Fortuna Bank. In addition, this website should not be viewed as an endorsement by STRATA, and prospective investors should complete their own due diligence before investing. 

© 2023 STRATA Trust Company. All Rights Reserved.

STRATA Trust Company (“STRATA”) performs the duties of a directed (passive) custodian, and as such does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers or service providers.  As a custodian, STRATA does not sponsor, endorse or sell any investment and is not affiliated with any investment sponsor, issuer or dealer.  STRATA does not provide investment, legal or tax advice. Individuals should consult with their investment, legal or tax professionals for such services.

Investment Products: Not FDIC-Insured  |  No Bank Guarantee  |  May Lose Value

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