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Initiate a direct transfer from an existing IRA to your STRATA IRA. If electing the ServiceNOW option, ensure your current custodian allows electronic signature prior to initiating the request. For online submission, click the ServiceNOW icon . If your current custodian [...]


Forms » IRA Fee Schedule

Account, processing, and service fees in your STRATA IRA.


Update the fair market value of a private equity asset held in your STRATA account. For online submission, click the ServiceNOW icon . For manual submission, click Fair Market Valuation Update Request PDF.  


Provide supplemental instructions to STRATA with regard to your account. For online submission, click the ServiceNOW icon . For manual submission, click General Instruction Letter PDF.


Specify how you would like to receive communications from STRATA – online or by paper mail. For online submission, click the ServiceNOW icon . For manual submission, click Communications Preference Request PDF.


Update the valuation of a real estate property held in your STRATA account. For online submission, click the ServiceNOW icon . For manual submission, click Fair Market Valuation-Real Estate_PDF.


STRATA’s privacy policy with regard to your personal information.


Important information about your uninvested cash balance held in your STRATA account.


Use this Investment Direction form for the purchase (or in-kind transfer or rollover) of a public investment. Download STRATA’s Public Investment Checklist prior to submitting the investment direction instructions to ensure a smooth investment purchase. For online submission, click the [...]


Important information about your STRATA account statement, including how your assets are valued.