Precious metal brokers
Help your clients invest in physical gold, silver, platinum, and palladium within their retirement accounts. STRATA provides secure custody solutions and straightforward account administration for precious metals in self-directed IRAs.
With over 350 years of combined experience in alternative asset custody, STRATA understands the unique needs of precious metals brokers and dealers. We provide the expertise and infrastructure you need to deliver a seamless investing experience for your clients.
Provide clients access to IRS-approved precious metals within an IRA
Ensure secure storage through best-in-class depositories
Facilitate purchase, sale, and storage transactions quickly and accurately
Maintain compliance with IRS reporting and storage rules
Access a responsive team dedicated to metals IRA transactions
With a self-directed IRA, your clients can choose from a variety of IRS-approved precious metals, including:
Coins and bars that meet IRS fineness requirements.
Approved bullion and coins for investment purposes.
Eligible bars and coins for diversification.
IRS-approved bars and coins for alternative asset allocation.
Working with STRATA Trust Company allows you to offer self-directed IRAs, enabling your clients to optimize their retirement portfolios by accessing a wide array of alternative investment options.
Introduce alternative assets that align with individual retirement objectives.
Ensure all investments meet IRS guidelines for self-directed IRAs.
Benefit from our specialized knowledge in alternative investments and custody services.
STRATA makes it simple to manage ongoing investor activity with quick access to forms, confirmations, and contact points. Below are common requests and tools to help you work more efficiently with your clients.
Manage Investments
New precious metals dealers must complete the Dealer Representation Letter and provide company filing documents and a blank client agreement. Once approved, clients may purchase metals in their STRATA IRA.
Dealers must provide upfront delivery for their first 10 transactions, including purchases, liquidations, and exchanges. After that, all metals must be delivered within 30 days of purchase.
Submit a confirmation for a purchase or a transfer of an alternative investment.
Precious metals in an IRA must be stored at an approved third-party depository selected by the client at the time of investment direction.
Manage your relationship with STRATA
Request updates to existing funding instructions previously submitted.
Ensure STRATA has the most current contact information on file.
Work with a dedicated team that understands the unique needs of precious metals dealers and brokers.
Open: Investors select the IRA type that fits their goals and complete STRATA’s online application.
Fund: Investors transfer funds from an existing IRA, roll over a 401(k), or make a new contribution.
Invest: Investors provide funding instructions, and STRATA handles the custody, paperwork, and reporting so transactions stay seamless.
Insight
Learn how certain SDIRA investments can trigger UBTI or UDFI taxes, when these taxes apply, and what SDIRA owners must do to stay…
Insight
Essential guidance for IRA owners on when IRS Forms 5329 and 8606 are required to avoid p…
Insight
Avoid the most common IRA reporting mistakes—carrybacks, rollovers, FMV reporting, and co…
Insight
Get a clear breakdown of IRA contribution rules, 2025–2026 limits, eligibility requiremen…
Insight
Ensure accurate annual IRA fair market values with STRATA Trust to stay IRS‑compliant and…
