Welcome RockPoint Bank Investors

Open

Establish a new self-directed IRA account with STRATA via the online account setup. Our online account setup process is simple and typically takes just a few minutes to fill out. You can assign beneficiaries or appoint interested parties (if applicable), plus start the process to fund your new STRATA IRA.

Fund

Investors will be asked in the IRA Transfer section of the online account setup application, "Would you like to complete the STRATA Transfer Request form today?"

• If you are ready to move funds now, select "Yes." If you would like to move funds later, select "No."
• If transferring funds from another IRA service provider, STRATA is dependent on their processing timelines.

STRATA will fund your RockPoint Bank investment as soon as your transferred funds settle which is often 5-8 business days.

Direct

One STRATA receives your online application, STRATA and RockPoint Bank will reach out to finalize instructions from the investor.

• RockPoint Bank will provide the Subscription Agreement document for signature.
• STRATA will provide a pre-populated Alternative Investment Direction for your electronic signature.

Once both documents are returned to STRATA, your funds will be directed to RockPoint Bank per the instructions on the Alternative Investment Direction form.