Open An Account

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Ready to open an account?

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

You're in control

Make your own investment decisions and enjoy investment flexibility beyond what most banks, brokerage firms and other financial institutions allow. Discover new investment options and expand your retirement portfolio options with a STRATA self-directed IRA.

Getting started is easy

A self-directed IRA application can be completed in about 10 minutes

See how easy it is to get started:

Step 1

Choose your investments.

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Step 2

Choose the type of IRA
that fits your needs.

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Step 3

Choose how you want
to fund your account.

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Connect with an SDIRA Expert

The details matter

IRA Custodian regulated by the Texas Department of Banking – Texas Trust Charter

Institutional Relationship Managers deliver unmatched personalized service and dedication

Independent annual audits conducted to ensure IRA compliance and data security

ServiceNOW -Customer-focused technology that simplifies and streamlines the alternative asset custody experience

What our Clients Say

Additional Questions?

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