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Resource Center

Everything you need, all in one place.

From account opening forms to rules and regulations on specific investments, we’ve collected everything you need to get started.


Whether you’re opening a new account or directing a new investment, we have the forms you need to get started.

See All Forms

Account Fees

From annual fees to processing and service fees, our fee chart details all the fees associated with your account.

Review STRATA's fee schedule

Rules & Regulations

To see if the type of investment you’re interested in is allowed, please refer to our list of federal rules, regulations and guidelines.

Learn about SDIRA rules & regulations

Protect Your Investment

Keep your investment and financial information safe. Learn how to protect yourself against investment fraud.

Discover more ways to protect yourself

Investment Hub

With Investment Hub, you can quickly onboard new private equity, debt, and real estate investments, as well as open online brokerage accounts. Additional features are coming soon!

Easily onboard new investments


Grow your SDIRA knowledge with sharable educational and informative articles focused on tax-advantaged investing, legislation updates, timely topics around RMD, FMV, UBTI/UDFI, and so much more.

Grow your SDIRA knowledge

What’s the difference between an administrator and a custodian?

One of the most confusing aspects of a self-directed IRA is the difference between an administrator and a custodian. Both have the ability to help you invest in self-directed IRAs, but there are a few key differences that you should know before opening an account.


Administrators are not directly regulated by the federal government or state banking authorities and because of this, investing your money with them poses a risk for fraud. Along with this, administrators must contract with a bank or trust company to provide their services.


By law, an IRA custodian must be a bank or trust company subject to oversight by federal or state banking authorities, or a firm specifically approved by the IRS to act as an IRA custodian. Custodians, like STRATA, are directly regulated by state and/or federal regulators which conduct regular safety and soundness exams of the custodian’s operation.

Learn more about the differences between administrators and custodians:

Learn More

Let’s get those questions answered.

If you have questions about self-directed IRAs, opening an account or different investment types, there’s a good chance we’ve already answered them.

Read Our FAQs

Can’t find what you’re looking for?

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