To fund your self-directed IRA, you will first need to complete and submit the account set-up form. PeerStreet will notify you as soon as it is ready for funding.

You can do a full or partial rollover from an existing retirement account or fund your account with a new contribution. Once you have successfully rolled funds over into a self-directed IRA, the final step will be to transfer the funds into your PeerStreet account. This will allow you to participate in investments through your retirement account.

If you specific questions about funding your self-directed IRA, you can contact our STRATA Trust Company’s representative, Amanda Efird, at (254) 750-1012 or reach out to STRATA Trust Company’s general help services at (866) 928-9394 or