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.
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.
STRATA Trust Company (“STRATA”) performs the duties of a directed (passive) custodian, and as such does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers or service providers. As a custodian, STRATA does not sponsor, endorse or sell any investment and is not affiliated with any investment sponsor, issuer or dealer. STRATA does not provide investment, legal or tax advice. Individuals should consult with their investment, legal or tax professionals for such services.
Investment Products: Not FDIC-Insured | No Bank Guarantee | May Lose Value
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