Financial Professionals: 866-979-1496
Individual Investors: 866-979-1522
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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
ServiceNOW is STRATA Trust Company’s new self-service resource that makes our most needed services and forms available to you 24/7.
Open an IRA account, select IRA beneficiaries, request an IRA distribution, electronically sign and submit forms, and more - all in a secure environment and all with the click of a button!PROCEED TO OPEN AN ACCOUNT
ServiceNOW is a service provided by STRATA Trust Company. For questions, call our Client Services Team at 866-928-9394.