STRATA Trust Company will be closed on Monday, May 25, 2020, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26, 2020. We are continuing to actively monitor the developing COVID-19 (Coronavirus) situation. We want to assure our clients that we are taking preventative measures to ensure that there are no disruptions in service. To that end, we are prepared to leverage remote technology, alternate work locations for employees and detailed continuity plans to continue to support critical operations. For more information, visit our COVID-19 page.
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Open An Account

Take the next step toward retirement.

Once you’ve opened an account, you can easily start directing investments — bringing you that much closer to your retirement goals. As a reminder, all IRA accounts are fully self-directed by the account owner, which means account owners are responsible for all investment decisions. But if you’re here, chances are you already know that, which means you’ve come to the right place.

Here are your two options for opening an account:

Open an account online

Tell us what you will be investing in or holding in your account.

Print and send

Download our IRA Kit, fill out the paperwork and send to us by fax, email or US mail.

Download IRA Kit

Additional Questions?

Give us a call. One of our self-directed IRA professionals will walk you through the process. 866-928-9394

What you need to open an account

Please have the following documents available when you open your account:

Social Security Number

Driver’s License or Valid Government ID

Email Address

Beneficiary Name*

*Including social security number, date of birth and mailing address