STRATA Trust
4.36/5.0
Brooklyn Brooks
2/5.0
12, May 2025
Complicated Online Portal
The online platform at STRATA Trust could use significant improvements. It's not as intuitive as I?d hoped, with some features buried under multiple menus, making navigation cumbersome. Additionally, occasional glitches have prevented me from accessing important documents. A more streamlined and user-friendly interface would make managing accounts much easier for users who aren?t tech-savvy.
Cooper Rivera
5/5.0
13, Apr 2025
Responsive and Reliable Service
STRATA Trust stands out for its customer service. Whenever I have a question or need assistance, their team responds quickly and professionally. They've helped me navigate some complex investment scenarios, and I'm grateful for their reliability. It's reassuring to work with a custodian that prioritizes customer satisfaction and keeps everything running smoothly.
Elena Sullivan
4/5.0
01, Apr 2025
Transparent Fee Structure
I like the STRATA fee structure clear and competitive. Knowing the costs upfront helps me plan my investments better, and there are no hidden charges, which is reassuring.
Aaron Palmer
5/5.0
26, Mar 2025
Secure Document Submission
The secure document submission system lets me know that my personal information is protected. It's clear throughout their processes that STRATA is dedicated to security.
Paisley Jordan
5/5.0
11, Mar 2025
Smooth Rollovers and Excellent Service
I recently rolled over my IRA to STRATA Trust, and it was a seamless process. Their team guided me through every step, making sure that all paperwork was correctly and timely completed. They took care of the rollover with no disruptions to my investments. I appreciate how much they make their clients aware of the progress in handling the rollover. The wide variety of investment options from STRATA makes it easy for me to diversify my retirement funds. Their online platform is very user-friendly and has all the tools that I need to manage my account. Their customer service is always very prompt and gives me clear answers. STRATA Trust has made managing my retirement funds easy and hassle-free. I would definitely recommend their services.
Nolan Bishop
5/5.0
11, Feb 2025
Streamlined Investment Process
STRATA makes investing easy with clear procedures and supportive staff. The streamlined process allows me to execute investment decisions confidently.
Ryan Jordan
5/5.0
31, Jan 2025
Flexible Investment Opportunities
The flexibility to invest in a variety of assets, including real estate and private equity, sets STRATA apart. This diversity aligns with my investment goals and risk tolerance.
Alice Ford
5/5.0
20, Jan 2025
Timely Required Distributions
Required minimum distributions are handled promptly by STRATA Trust, ensuring IRS rule compliance. Their attention to detail and efficiency makes retirement planning much easier. I would highly recommend them for someone looking for a reliable custodian.
Andrew Hayes
5/5.0
27, Nov 2024
Smooth Account Setup Experience
Opening an account with STRATA was a seamless process. The online platform is easy to use, and the customer support is very responsive in answering my questions. I am confident in their custodial services and look forward to growing my investments with them.
Jonathan Russell
2/5.0
11, Nov 2024
Slow Customer Response Times
While STRATA offers good investment options, their customer service response times are slow. I often have to wait several days for a reply, which can delay important decisions. Faster support would improve the overall experience.
Greyson Sullivan
5/5.0
06, Nov 2024
Accessible Support Team
STRATA Trust has an available and helpful support team. They answered all the questions I asked them so patiently and professionally. Now, knowing that help will always be a phone call away makes me feel better for sure.
Sophie Bailey
5/5.0
29, Oct 2024
The Best User-Friendly Online Platform
The STRATA online platform is easy to use and provides all of the tools I need to manage my investments effectively. The account dashboard is clear and intuitive, and it's easy to navigate my portfolio and initiate transactions. It's refreshing to use a platform that is so well-designed. STRATA has exceeded my expectations in terms of user experience.
Eli Gibson
5/5.0
15, Oct 2024
Comprehensive Account Statements
Account statements are detailed and easy to understand, providing a clear overview of my investments. This transparency helps me track my portfolio's performance effectively.
Michael Carter
5/5.0
07, Oct 2024
Exceptional Real Estate Investment Support
Investing in real estate through STRATA Trust has been a straightforward and rewarding experience. Their team is well-versed in the specific requirements for real estate investments within self-directed IRAs and guided me through the entire process. The documentation was clear, and they ensured compliance with all regulations. Their online portal made it easy to track my investments and access important information. STRATA's customer service is exceptional, with quick response times and knowledgeable representatives. I also appreciate their transparent fee structure, which makes planning and budgeting easier. Thanks to STRATA, I've been able to diversify my portfolio confidently. They've made real estate investing through a self-directed IRA a stress-free experience.
Colton Sanders
5/5.0
21, Sep 2024
Clear Investment Guidelines
STRATA offers clear guidelines for each type of investment, which makes it easier to understand what is allowed within my self-directed IRA. It has been smooth sailing so far.
Jeremiah Simmons
5/5.0
10, Sep 2024
Smooth Rollover Process
Rolling over my existing IRA to STRATA was surprisingly simple. Their team handled everything efficiently and kept me in the know during the whole process. I had concerns that this process could delay, but they got the transition done efficiently. I am now able to enjoy the fruits of my labor without much stress since they chose the best self-directed IRA. STRATA has really helped me plan my retirement effectively.
Lily Owen
4/5.0
02, Sep 2024
Professional Account Management
My account has been managed professionally, with attention to detail. STRATA's team ensures that all administrative aspects are handled efficiently, allowing me to focus on my investment strategy.
Allison Price
2/5.0
29, Aug 2024
Delays in Processing Transactions
While STRATA Trust offers a reasonable investment range, I have been subject to constant delays in the processing of transactions. Delays can be infuriating at times, particularly if it's an investment with sensitive timing. After getting hold of customer service, it usually takes a long time for them to address your problem. If there were improved communication and quicker turnaround times, the whole experience would be more bearable. It's very challenging to plan when such inconsistency prevails.
Jameson Myers
5/5.0
18, Aug 2024
Supportive Customer Service
STRATA Trust's customer service team is fantastic. They have been able to go above and beyond to help me with everything from account setup to investment questions. Their support makes me feel valued as a client and confident in my investment choices.
Joshua Graham
5/5.0
10, Aug 2024
Knowledgeable Staff Assistance
The staff at STRATA Trust are knowledgeable and helped me understand the intricacies of self-directed IRAs. Their expertise made the process less intimidating, and I feel supported in my investment journey.
Axel Butler
2/5.0
23, Jul 2024
Delays in Transaction Approvals
Transaction approvals take longer than expected, which has caused me to miss investment opportunities. While the team is helpful when contacted, improving the speed of their processing would greatly benefit clients.
Sophia Flores
5/5.0
14, Jul 2024
Trustworthy and Transparent Custodian
STRATA Trust has been able to gain my trust due to transparent practices and reliable service. Their team is professional and responsive, always ready to help with questions or concerns. The variety of investment options has allowed me to diversify my portfolio quite effectively. I like the fact that they clearly present their competitive fee structure so there is no guesswork involved. The online platform is easy to use, offering me all the tools I need to manage my account. The transactions are processed quite efficiently, and I am always up to date on my portfolio's performance. STRATA Trust's commitment to security and compliance gives me peace of mind. I would definitely recommend them to anyone looking for a reliable custodian for their retirement funds.
Ruby Diaz
4/5.0
03, Jul 2024
Efficient and Professional Service
Setting up my self-directed IRA was straightforward. The entire team was knowledgeable and responsive, moving me through every step. Good professionalism, along with a varied range of investment options- I really like it so far.
Emery Woods
4/5.0
26, Jun 2024
Comprehensive Educational Resources
STRATA offers a wide array of educational materials that have helped me learn more about self-directed IRAs. These resources are essential for making informed investment decisions.
Roman Coleman
5/5.0
18, Jun 2024
Comprehensive Educational Resources
STRATA Trust provides the best educational material for investors. From webinars to articles, I learned so much about self-directed IRAs and alternative investments. Their resources empowered me to make informed decisions about my retirement planning. It is evident that they prioritize educating their clients, which I really appreciate.
Audrey Tucker
4/5.0
03, Jun 2024
Well-Organized Administrative Processes
The administrative processes at STRATA are very well-organized and efficient. This attention to detail ensures that I don't encounter delays or complications with my investments.
Naomi Stevens
4/5.0
17, May 2024
Prompt Follow-Ups on Queries
Whenever I have questions, STRATA responds promptly with the right and useful information. Their follow-up on customer inquiries is remarkable.
Zoe Henderson
5/5.0
04, May 2024
Smooth Account Management
Managing my account with STRATA Trust has been pretty effortless. The administrative processes are clear-cut, and the team is always available to clarify questions. It's refreshing to work with a custodian that emphasizes simplicity and efficiency.
Nevaeh Reynolds
5/5.0
28, Apr 2024
Diverse Investment Opportunities and Professional Team
I selected STRATA Trust because of their diversified investment offerings, and I have been thoroughly impressed with the experience. They give me access to a wide variety of alternative investments, allowing me to craft my portfolio around my financial goals. The team is very knowledgeable and always happy to answer questions or concerns. Their fee structure is reasonable and transparent, with no hidden costs. The account setup was smooth, and their online platform is one of the best I have used; it's simple to navigate and has lots of useful features. STRATA's professionalism and commitment to customer service have made managing my self-directed IRA a pleasure. I would recommend them to anyone serious about building a diversified and secure retirement fund.
Christian Anderson
5/5.0
08, Apr 2024
Educational Webinars and Workshops
STRATA Trust provides valuable webinars and workshops that help expand my understanding of retirement planning and investment strategies. It's a great resource for investors like me.
Layla Fisher
4/5.0
20, Mar 2024
Timely Required Minimum Distributions
STRATA processes minimum required distributions in a timely manner, so the IRS is satisfied. This care and attention to detail helps keep me at ease during retirement.
Anna Wallace
5/5.0
15, Mar 2024
Clear Process of Investing
Investing through STRATA Trust is very straightforward, thanks to their clear and transparent processes. They have taken the complexity out of alternative investments and made it easy for me to focus on my financial goals. Highly satisfied with their service.
Easton Powell
5/5.0
03, Mar 2024
Diverse Investment Opportunities
STRATA has been very impressive with the choices that I can invest in. Real estate, private equity-it allows me to diversify in many areas, which has matched up really well with what I need financially. They set up the account simply, and every step of the way, the staff provided great clarity. I'm very comfortable handling my retirement through them, and it's wonderful to see that kind of commitment.
Nora Ward
5/5.0
23, Feb 2024
Secure and Trustworthy Custodian
Security is paramount for me and, in this regard, STRATA Trust has proven to be a reliable custodian for my retirement assets. Their processes are robust and compliant with all the regulations, giving confidence that my investments are perfectly safe. It is soothing to work with a company that takes security seriously.
Elias Ford
5/5.0
18, Feb 2024
Diverse Investment Options
STRATA Trust offers a wide range of alternative investment opportunities, allowing me to diversify my retirement portfolio beyond traditional assets. Their platform makes it easy to explore and invest in various options.
William Evans
5/5.0
10, Feb 2024
Top-Notch Support for Alternative Investments
STRATA Trust provides exceptional support for alternative investments. Their knowledgeable team helped me navigate the complexities of investing in private placements and real estate through a self-directed IRA. The process was clear, and they ensured that all compliance requirements were met. The online platform is intuitive and makes managing my portfolio straightforward. I?m impressed by their transparent fees and timely transaction processing. STRATA Trust?s professionalism and attention to detail have made retirement planning a seamless experience. Their dedication to client satisfaction sets them apart from other custodians I?ve worked with. It?s been a pleasure partnering with STRATA for my retirement investments.
Hunter Ross
2/5.0
05, Feb 2024
Limited Customer Support Availability
While the STRATA team is helpful, customer support hours are quite limited. I?ve struggled to get timely assistance for urgent queries outside their standard hours. It would be great if they extended their support hours or offered a live chat feature. As someone managing investments globally, more flexibility would enhance my confidence in their services.
Claire Foster
2/5.0
30, Jan 2024
Complex Paperwork Requirements
The administrative paperwork to open and administer accounts is too bureaucratic. STRATA should do better to simplify the administrative tasks or offer more illustrative instructions to avoid some of the mistakes and misunderstanding.
Emilia West
5/5.0
19, Jan 2024
Excellent Support and Investment Options
STRATA Trust has been an excellent partner in managing my self-directed IRA. Their team has always been available to answer any questions I have, and their expertise has been invaluable for making informed investment decisions. I appreciate the range of alternative investment options they present, from real estate to private equity, which has allowed me to diversify my portfolio effectively. The account setup process was smooth and ensured that I understood every step taken. The online platform is user-friendly and provides adequate insights into my account. I am impressed by the transparent fee structure and efforts to keep clients informed. STRATA Trust makes retirement planning less stressful and more rewarding. Highly recommended for serious investors!
Penelope McDonald
4/5.0
14, Jan 2024
Proactive Regulatory Compliance
STRATA is always ahead of the curve in terms of regulatory changes, so my investments are always compliant. Their proactive approach protects my assets and keeps me informed of any necessary actions.
Peyton Barnes
5/5.0
26, Dec 2023
Knowledgeable and Supportive Team
I have had an excellent experience with STRATA Trust Company. The team was knowledgeable and guided me in setting up my self-directed IRA. They answered all of my questions promptly and in detail so that I knew what I was getting myself into. Their support has really made the management of my retirement funds much easier, and I appreciate the professionalism they showed. I highly recommend anyone looking to diversify their portfolio.
Robert Hamilton
5/5.0
15, Dec 2023
Comprehensive Account Statements
STRATA Trust gives an easy way to trace how much my investments are. The transparence and clarity in reporting them is excellent. It feels good to work with an organization that takes care for accountability and accuracy.
Nevaeh Hamilton
4/5.0
11, Dec 2023
User-Friendly Online Platform
The online portal is intuitive and gives me all the tools I need to administer my self-directed IRA. Getting access to account information and completing transactions is very easy, which has improved my overall experience with STRATA.
Cameron Foster
5/5.0
03, Dec 2023
Helpful Customer Onboarding
Starting with STRATA was straightforward thanks to their thorough onboarding process. They took the time to explain all the features of my account and how to make the most of it.
Luca Hayes
5/5.0
29, Nov 2023
Excellent Support for Private Equity Investments
I like the support for private equity investments at STRATA. Their team is knowledgeable about the requirements, and the whole process has been transparent and straightforward.
Angel Foster
5/5.0
20, Nov 2023
Proactive and Professional Team
STRATA's proactive approach to customer service is impressive. They keep me updated on changes that might affect my investments and provide clear instructions when action is needed. Their professionalism ensures that I feel supported at every step. I'm grateful for their attention to detail and commitment to making the investment process seamless.
Caleb West
5/5.0
05, Nov 2023
Secure and Reliable Custodian
I feel confident in entrusting my retirement assets to STRATA Trust. Their commitment to security and compliance assures me that my investments are in safe hands.
Hailey Cole
4/5.0
23, Oct 2023
Excellent Communication Channels
STRATA maintains open and effective communication channels. Whether through email or phone, I can easily reach their support team, and they keep me informed about any updates.
Lucy Graham
5/5.0
17, Oct 2023
Quick Rollovers and Transfers
Transferring my funds to STRATA was very easy and hassle-free. Their team handled everything efficiently, and I appreciated their attention to detail throughout the process. It's been a smooth transition, and I'm happy with my decision.
Bella Powell
2/5.0
08, Oct 2023
Issues with Document Submission Process
Submitting documents to STRATA Trust has been challenging. The system sometimes necessitates multiple uploads because of errors, and once it is successfully submitted, there is no confirmation. This calls for unnecessary follow-ups to ascertain that everything is in order. Simplifying and making the process better will save time and frustration for their clients.
Scarlett Griffin
5/5.0
30, Sep 2023
Prompt Transaction Processing
Transactions with STRATA Trust are processed quickly and efficiently. I have never had to worry about delays, and I receive timely confirmations for every transaction. Their reliability has been a major factor in my decision to stick with them for my retirement planning.
Victoria Shaw
4/5.0
11, Sep 2023
Flexible Contribution Options
STRATA makes contributing to my self-directed IRA easy and hassle-free. The options for payment are flexible and make it easy to stay on track with my retirement goals.
Emma Brown
5/5.0
05, Sep 2023
Highly Efficient and Reliable Custodian
STRATA Trust has consistently exceeded my expectations as a custodian for my self-directed IRA. Their team is professional, responsive, and always ready to help with any questions or concerns. The platform is user-friendly and provides all the information I need to track my investments. I have invested in real estate and private placements through STRATA, and the process was smooth and transparent. The fee structure is straightforward, and there are no unpleasant surprises. Their educational resources have been particularly helpful in understanding the complexities of alternative investments. I feel confident and secure knowing that my retirement funds are in capable hands. STRATA Trust has been an excellent choice, and I highly recommend them.
Aubree Harrison
4/5.0
28, Aug 2023
Personalized Customer Service
STRATA's customer service is personalized and attentive. They take the time to understand my individual needs and provide tailored support, enhancing my overall experience.
Santiago Jenkins
2/5.0
15, Aug 2023
Administrative Fees Are Too High
STRATA is really good at getting things right. However, the admin fees are higher than when I've used other custodians. For simple account servicing, the fees are far too high and may chase long-term investors away.
Olivia Davis
5/5.0
04, Aug 2023
Proactive and Client-Centered Service
STRATA Trust has an excellent level of customer service. Proactive communication regarding any updates or requirements concerning my account ensures that I am well aware of such. The team is always responsive and knowledgeable enough to ensure that my questions are answered succinctly. The platform is easy to use, and the options available for investing are impressive. I have had a very good experience investing in alternative assets like private equity and precious metals. The fee structure is competitive, and transparent, without surprise. I would say that the professionalism shown by STRATA Trust towards the clients is exemplary. Overall, it has been smooth and stress-free managing my self-directed IRA. I would strongly recommend STRATA to anybody looking for a reliable, supportive custodian.
Ian Cole
5/5.0
29, Jul 2023
Reliable and Transparent Custodian
My experience with STRATA Trust has been nothing short of excellent. Their team is professional, knowledgeable, and responsive, making them a reliable partner for my self-directed IRA. The fee structure is clear, and there are no hidden surprises, which I truly appreciate. The platform is intuitive, allowing me to monitor my investments and access important documents easily. STRATA Trust's customer service stands out for its proactive approach; they've consistently provided timely updates and guidance whenever I needed assistance. Their support for alternative investments like real estate and private equity has helped me diversify my portfolio effectively. It's a relief to work with a custodian that values transparency and client satisfaction.
Gabriella Holmes
4/5.0
25, Jul 2023
Knowledgeable on Real Estate Investments
As someone interested in real estate investments, STRATA's team has been incredibly helpful in explaining the process and ensuring that my transactions comply with regulations.
Nathan Wallace
5/5.0
19, Jul 2023
Efficient Transaction Processing
Transactions are processed efficiently, and I receive timely confirmations. This promptness ensures that I can take advantage of investment opportunities without unnecessary delays.
Layla Hayes
5/5.0
06, Jul 2023
Best for Real Estate Investments Support
Investing in real estate through STRATA Trust has been a hassle-free experience. Their team is well-versed in the complexities of real estate transactions within self-directed IRAs and provided invaluable guidance. The process was straightforward, and I?m thrilled with the opportunities available. STRATA has made it possible for me to diversify my portfolio confidently.
Skylar Perry
2/5.0
21, Jun 2023
The System Lacks Online Flexibility
The online platform lacks some features that would make investment management easier. For instance, some forms have to be downloaded and uploaded manually instead of being completed digitally. This feels outdated.
Miles Ellis
5/5.0
09, Jun 2023
Effective Rollovers and Transfers
Transferring my existing IRA to STRATA was hassle-free. Their team coordinated the rollover in an efficient manner, and I appreciated the smooth transfer of my assets.
Jordan Woods
5/5.0
02, Jun 2023
Efficient Administrative Support
The administrative support here at STRATA Trust is superb. They have addressed all my account needs professionally, from documentation to transaction approval. It has been an absolute pleasure working with such a competent team.
Riley Montgomery
4/5.0
30, May 2023
Reliable Fund Disbursements
Disbursements from my account are processed reliably and on time. Whether for investments or distributions, I can count on STRATA to manage my funds accurately.
Serenity Myers
4/5.0
22, May 2023
Responsive Customer Support
Whenever I had questions about my IRA, the STRATA team responded quickly and provided clear answers. Their dedication to customer service gives me confidence in managing my retirement funds with them.
Carson Owen
5/5.0
13, May 2023
Exceptional Customer Support and Resources
STRATA Trust stands out in customer service. Right from the beginning, their team was responsive and answered all my questions about self-directed IRAs. Their educational resources, such as webinars and guides, helped me understand the investment options available. The online platform is straightforward, providing real-time updates on my portfolio. I have invested in real estate and private equity through STRATA, and the process has been smooth and well-supported. Their fee structure is transparent, and the administrative processes are efficient. Knowing that I have a knowledgeable and reliable team supporting my investments gives me peace of mind. STRATA Trust has made retirement planning a lot easier and more rewarding. Their professionalism and dedication to clients are truly impressive.
Eleanor Bryant
5/5.0
08, May 2023
Transparent and Fair Fees
One thing I value about STRATA is their open cost structure. There is nothing hidden, and the costs charged are very competitive compared to the services they provide. Knowing exactly what to expect in advance has helped me with planning my investments more than I could have expected. Their commitment to transparency and fairness makes them stand apart from other custodians that I have worked with.
Landon Bennett
2/5.0
25, Apr 2023
High Fees for Services
The fee structure at STRATA Trust is transparent, but the costs are higher compared to other custodians. Even for basic services like account maintenance, the charges seem excessive. While the services provided are reliable, the fees reduce the overall returns on my investments. STRATA would benefit from a more competitive pricing model or offering additional value to justify the high costs.
Adrian Reynolds
5/5.0
18, Apr 2023
Accessible and Informative Website
The website is well-designed and provides comprehensive information about services and investment options. It's a valuable resource for both new and experienced investors.
Connor Diaz
5/5.0
05, Apr 2023
Flexible Investment Options
STRATA Trust provides a wide range of investment options, allowing me to tailor my portfolio to meet my specific goals. I?ve been able to explore opportunities in private equity and real estate with their support. It?s been a rewarding experience working with a company that values flexibility.
STRATA Trust
Leading self-directed IRA custodian for platforms, sponsors, and financial professionals around the country who want to diversify their retirement portfolio with alternative assets including crowdfunding, real estate, and private equity.
Address
7901 Woodway Drive
76712
Woodway
United States
Website
stratatrust.com
Email
Telephone
