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Getting started with STRATA

Ready to explore self-directed IRAs? STRATA supports investors, financial professionals, and investment sponsors nationwide. Whether you’re opening a new account or simply learning more, our team is here to guide you with decades of expertise in alternative investment custody.

Already have an account? → Head over to our Client Support page to get in touch with our responsive Client Services Team.

Tailored support for your unique needs

Need help? Choose the path that best describes you to schedule a meeting with the right specialist.

Individual Investors

Get direct support with account setup, funding options, or understanding the custody process for your chosen investments.

Explore private market custody
Learn how self-directed IRAs can hold private equity, debt, crowdfunding, or other non-traditional assets.
Discuss real estate in your IRA
Explore how real estate investing works in a self-directed IRA, including process and timeline.
Precious metals custody guidance
Speak with a team member about account requirements for gold or other IRS-approved metals.

Financial Professionals

See how STRATA can streamline custody for your clients and provide operational support.

Private asset professionals
Get guidance on account onboarding, compliance requirements, and client service processes.
Precious metal professionals
Understand how STRATA provides custody for IRS-approved metal investments for your clients