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Direct An Investment

You're in Control

Controlling what you invest in and how you invest in it has never been simpler. Securely remit investment direction instructions and upload supporting documentation all in one simple step.


Once your investment has been onboarded and your IRA has been funded, directing your investment generally takes 2-3 business days once we receive your direction instructions in good order.

Select Asset Type

Click on the tabs below to find the asset type that reflects the structure of your investment. Select "Direct My Investment" to initiate the investment direction process and electronically submit information to to STRATA Trust Company ("STRATA") .

  • Private Equity & Debt
  • Real Estate
  • Precious Metals
  • Public Investments


Use the appropriate investment checklist below to gather all the documents you need and preview the approximate timeline. Download and save, email, or print!

Private Equity

Private equity investments are typically formed from start-ups, existing organizations raising capital for expansion, real estate ventures, and investment partnerships. Assets are commonly structured as private stock, LLC, LP, or an LLC-structured real estate offering.

Private Debt

Private debt investments can be made indirectly by investing with other investors in a pool or individually negotiated. In general terms, assets are commonly structured as secured debt, corporate debt, or convertible notes.


With a self-directed IRA, it’s important that investors complete their own due diligence on investments and investment promoters/advisors that they choose to work with – before investing. Learn more about a custodian’s limited role and visit Protect Yourself to find quick links, educational information, and tips to help you get started.

Direct My Investment

Leveraging Idle Cash in a SDIRA

Excess or idle cash can accumulate in a self-directed IRA (SDIRA), such as when you monetize an investment and are waiting to make another. While having liquidity in an SDIRA is good, too much uninvested cash may inadvertently be capping your earning potential.  A brokerage account within your SDIRA can open the door for maximizing your investing power with options in the public market. Learn more about public investment options through your STRATA IRA.

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Additional Questions?

One of our self-directed IRA experts can walk you through the process.


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