Public equity trading at STRATA
While STRATA’s edge has always been our ability to custody unconventional and alternative assets, we also have solutions for leveraging idle cash in public markets through a brokerage account within a STRATA IRA. TradeStation Securities Inc. offers STRATA IRA account holders and their advisors the convenience of trading public stocks, mutual funds, ETFs, and much more.
Online trading accounts with other brokerage firms may also be held in a STRATA account, provided the brokerage firm permits the trading account registration in the name of the third-party IRA custodian. A brokerage account, like other IRA-owned assets, must be registered in the custodian’s name for the benefit of the IRA account owner (STRATA Trust Company, Custodian FBO John Doe IRA) and reflect the custodian’s tax ID rather than the investor’s social security number. Not all brokerage firms permit this, so please check with your broker prior to instructing STRATA to establish an account to trade securities.
