Investment Hub

Onboarding and self-directing your investments is easy with STRATA. Get started - and more importantly, finish in just a few minutes.

SELECT WHAT YOU WANT TO DO

ONBOARD A NEW INVESTMENT

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DIRECT A NEW OR ADD-ON INVESTMENT

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TRANSFER OR ROLLOVER AN INVESTMENT IN-KIND

(From another IRA or workplace retirement plan)

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© 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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