Investment hub
Take control of your retirement investments
Our Investment Hub provides all the tools and guidance you need to onboard, fund, and direct your self-directed IRA with confidence.
Make your investment journey simple
Follow these three easy steps to onboard, fund, and direct your self-directed IRA with confidence.
Onboard a new investment
Submit details for assets not yet on STRATA’s platform, and we’ll confirm custody eligibility.
Start your pre-custody review
Fund your account
Whether you're rolling over funds, making a transfer, or contributing cash, we’ll guide you through the process to ensure your account is ready for your next investment.
See funding options
Direct an investment
Once your account is funded, it’s time to put your money to work. Provide instructions on where to invest, and we’ll take care of the rest.
Submit investment direction
Resources to help you invest smarter
Investment guides
Learn about the different types of investments available in your SDIRA.
FAQs
Have questions? Find answers to common inquiries
Protect your investments
Learn how to identify scams, avoid prohibited transactions, and keep your IRA secure.
Financial calculators
Plan smarter with tools to estimate returns, contribution limits, and required minimum distributions.
Need help? We're here for you
Our Client Services team is here to help—reach out for quick, personalized support.
Insight
Will My Self-Directed IRA Owe Taxes on Investment Income?
Learn how certain SDIRA investments can trigger UBTI or UDFI taxes, when these taxes apply, and what SDIRA owners must do to stay…
Insight
The Overlooked IRS Forms That Can Keep Your IRA on Track
Essential guidance for IRA owners on when IRS Forms 5329 and 8606 are required to avoid p…
Insight
Avoiding Common IRA Reporting Pitfalls
Avoid the most common IRA reporting mistakes—carrybacks, rollovers, FMV reporting, and co…
Insight
IRA Contribution Rules Explained for 2026
Get a clear breakdown of IRA contribution rules, 2025–2026 limits, eligibility requiremen…
Insight
How Fair Market Value Works for Alternative Assets
Ensure accurate annual IRA fair market values with STRATA Trust to stay IRS‑compliant and…