Investment Onboarding
For private alternative investments not yet onboarded to STRATA’s platform, the process begins with a pre-custody review. Simply submit your investment details and documentation securely online, and we’ll confirm eligibility.
Three simple steps for investments not yet onboarded to STRATA’s platform:
Submit investment details: Tell us about the investment and submit supporting documents.
Custody eligibility review: Our team checks compliance with IRS rules and STRATA guidelines to confirm the asset can be held.
Move forward with confidence: If approved, we’ll guide you through the next steps to complete onboarding.
Average review time: 2–3 business days if all documents are complete.
All private equity assets require a pre-custody review that includes a Representation Letter completed and signed by the investment issuer (i.e., investment sponsor, general partner, managing member, officer, or trustee) of the named investment. Investors can start the process, then forward the Representation Letter to the investment issuer to review and affirm.
To ensure a smooth investment purchase, refer to STRATA’s Private Equity Investment Checklist.
Follow these steps to stay on track while your investment is under pre-custody review. If you have questions at any point, ask us anything — we’re here to help.
If you haven’t already, get started by opening an account. This is required before STRATA can hold your investment.
Choose a rollover, transfer, or contribution to fund your account. Learn more about funding
Once your investment is reviewed, STRATA will confirm custody eligibility and share next steps for completing the transaction.
Some private debt assets require a pre-custody review that includes a Representation Letter completed and signed by the investment issuer (i.e., investment sponsor, general partner, managing member, officer, or trustee) of the named investment. Investors can start the process, and STRATA will send the Representation Letter to the investment issuer and confirm submission with you.
To ensure a smooth investment purchase, refer to STRATA’s Private Debt Investment Checklist.
Follow these steps to stay on track while your investment is under pre-custody review. If you have questions at any point, ask us anything — we’re here to help.
If you haven’t already, get started by opening an account. This is required before STRATA can hold your investment.
Choose a rollover, transfer, or contribution to fund your account. Learn more about funding
Once your investment is reviewed, STRATA will confirm custody eligibility and share next steps for completing the transaction.
Some real estate assets require a pre-custody review that includes a Representation Letter completed and signed by the investment issuer (i.e., investment sponsor, general partner, managing member, officer, or trustee) of the named investment. Investors can start the process, then forward the Representation Letter to the investment issuer to review and affirm.
Investors should anticipate the IRA funding timeline in advance of any closing deadlines. To ensure a smooth investment process, review the appropriate checklist before getting started:
Purchase property directly in your IRA’s name. Start with the Prohibited Transaction Self-Check to confirm eligibility, then open and fund your account.
Loan IRA funds to a borrower to purchase property, secured by a trust deed or mortgage. STRATA holds legal title until the loan is paid. A Representation Letter must be submitted for custody review before the investment can proceed.
Invest through a private LLC that owns real estate. STRATA must review the LLC’s operating agreement and verify ownership. A completed Representation Letter is also required to confirm eligibility before purchase.
Follow these steps to stay on track while your investment is under pre-custody review. If you have questions at any point, ask us anything — we’re here to help.
If you haven’t already, get started by opening an account. This is required before STRATA can hold your investment.
Choose a rollover, transfer, or contribution to fund your account. Learn more about funding
Once your investment is reviewed, STRATA will confirm custody eligibility and share next steps for completing the transaction.
Round out your portfolio with traditional investments, like publicly traded stocks, bonds, or mutual funds within an IRA-owned brokerage account, or invest in publicly registered, non-traded LPs, LLCs, and other investments.
To get started, refer to STRATA’s Public Investment Checklist.
TradeStation offers STRATA IRA holders access to commission-free trading on stocks, ETFs, and more — plus helpful education tools. Learn about TradeStation.
Follow these steps to stay on track while your investment is under pre-custody review. If you have questions at any point, ask us anything — we’re here to help.
If you haven’t already, get started by opening an account. This is required before STRATA can hold your investment.
Choose a rollover, transfer, or contribution to fund your account. Learn more about funding
Once your investment is reviewed, STRATA will confirm custody eligibility and share next steps for completing the transaction.
A self-directed IRA that holds precious metals can be an exciting way to diversify your retirement savings. Gold, silver, palladium, and platinum bullion and coins that meet federal guidelines may be held as IRA investments.
You’ll need to provide a copy of the dealer invoice and the client and dealer agreement to complete the direction instructions to STRATA.
STRATA has over 350 years of expertise in the custody of alternative assets. Ask us anything if you have questions — we’re here to help.
Important resources to review:
The IRS permits specific precious metals in IRAs, provided they meet certain purity standards.
Self-directed IRA accountholders are responsible for completing their own due diligence. STRATA provides helpful tools — including company background checks via the Commodity Futures Trading Commission.
Download STRATA’s checklist to help ensure a smooth investment process and confirm eligibility requirements.
STRATA provides a collection of additional tools and links for researching custodianship, depositories, and compliance.
If your investment is eligible for custody, we’ll provide the next steps to move forward.
If documents are incomplete or ineligible, we’ll work with you to resolve issues.
Tip: Having an IRA already funded speeds up the investment process.
Before directing an investment, your STRATA IRA must be funded. Starting the process early helps ensure your timeline is met, since each funding method follows a unique processing schedule determined by your current financial institution. Available funding methods include:
Move assets directly from another custodian to STRATA. Timing depends on your current provider’s processing requirements.
Fund your IRA by rolling over money from a qualified retirement plan, such as a 401(k). Check plan-specific rules for timing.
Make an annual cash contribution to your IRA, subject to IRS contribution limits. This is often the fastest way to fund.
Our Client Services team is here to help—reach out for quick, personalized support.
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