As a result of recent Account Access maintenance, it is recommended that all clients perform the following steps prior to accessing Account Access – Hold CTRL and press F5 in your browser, wait until the screen refreshes, and then click F5 a second time to clear your cache prior to logging into Account Access. For Safari users, clicking the Apple command key + R will refresh that browser.

Forms

Self-Directed IRA Forms

Our company is committed to providing ready access to our products, forms and services so all of our customers, including people with disabilities, may use them. Should you require assistance or some type of accommodation in completing our forms due to a disability, please contact our Client Services group at 1-866-928-9394 or by email to Info@StrataTrust.com.

To sign and submit forms electronically, please click on the red Sign button located at the top of the form.


Open a Traditional, Roth or SEP IRA

Open a SIMPLE IRA

Open a Crowdfunding IRA

Fund Your STRATA IRA

Purchase, Transfer or Rollover An Investment

Withdraw From Your STRATA IRA

Account Maintenance

Investment Maintenance

Disclosures