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Resource Center

Everything you need, all in one place

Explore the latest industry news, find answers to your questions, deepen your knowledge of self-directing your IRA, and learn to manage your account with ease.

Account management

Easily access the tools you need to manage and maintain your account

Find forms

Quickly locate the forms you need to manage your account.

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Review fees

View service charges and account-related fees anytime.

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Pay invoices

Make secure online invoice payments in just a few clicks.

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SDIRA essentials

Understand the essentials of self-directed IRAs

  • Protect Yourself

    Find due diligence resources and learn best practices for safeguarding financial information.

  • Rules & Regulations

    Understand the do’s and don’ts of self-directed IRA investing.

  • Get to Know Your Custodian

    Discover accountholder requirements and the custodian’s role in self-directing.

investment hub

Get the tools you need to invest with confidence

  • Onboard

    Asset custody checklists to onboard new investments to STRATA's platform

  • Fund

    Add cash, transfer funds, or roll over assets in kind

  • Invest

    Tell us how to apply your funds

Expand your knowledge

Insights

Discover insights that matter—access educational articles on self-directed IRAs, tax-smart investing, and the latest industry trends, delivered right to you.

Investor FAQs

Access answers to the most common questions IRA investors ask, from account setup and transfers to distributions and IRS reporting requirements.

Financial professional FAQs

Tailored answers for financial professionals to help deliver a seamless client experience with self-directed IRAs.

Financial Calculators

Our easy-to-use financial calculators help you estimate potential returns, compare IRA types, and plan your contributions with confidence.

Need help? We're here for you

Our Client Services team is here to help—reach out for quick, personalized support.

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Featured insights

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January IRA Checklist

January IRA Checklist: Avoid Penalties & Optimize Your Retirement Strategy

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Tax-Smart Strategies for 2026

Explore 2026 tax-smart strategies to optimize investments and reduce tax impact. Download…

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Aligning IRA Investments With Your Retirement Goals in 2026

Review your IRA strategy for 2026 and learn how Self-Directed IRAs can help align retirem…

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STRATA in the community - Food for families 2025

Supporting Central Texas Food Banks This Holiday Season

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IRA Charitable Contribution Strategies

As we enter this season of giving, you might wonder how you can donate to charitable orga…