Self-directed IRA’s are an efficient way to save money for retirement. Since many investors with Streitwise also have a self-directed IRA, we want to provide an easy way to invest in Streitwise through this method.
Streitwise is compatible with several IRA custodians. See below for steps to enroll.
If you are a self-directed IRA holder in a custodian we have partnered with or you have reached out to us and Streitwise is an approved investment, you can now proceed to investing.
Steps to Get Started:
We do not have exclusivity contracts with any particular IRA custodian which allows us to accept investors from most self-directed IRA custodians. We have worked with the following custodians:
Note: If you have an account that is not listed, Streitwise will likely need to go through a short approval process before you can invest your IRA funds in Streitwise. This process typically takes a few extra days in order to setup.
The fees are the same as any other holder.
You may pay separate fees with your custodian. You should contact your custodian representative direct to inquire about fees that you may be charged by them.
If you have a 401(k) plan with an employer, we recommend that you rollover your funds into a self-directed IRA first. We recommend reaching out to one of the companies with which we have an established partnership to set up an account first and then proceed to the steps as outlined in the “How do I invest with my self-direct IRA” question.
If you would like to invest funds with your 401(k) without rolling over, connect your 401(k) custodian with us and we can attempt to get approved on their platform.
The easiest way to add more funds as an IRA holder is through the Start Investing page by ACH or wire at the current NAV multiplied. This method will generate a subscription agreement on the Start Investing page and your custodian will wire funds over just like when you set up your account originally.
With a smaller minimum ($500), you also have the option to invest by check, if your custodian can send payment by check. If you would like to do so, please email us and we’ll send you instructions to pay by check.
Instructions to add more funds through the Start Investing page:
Email us notifying of your intention to enroll in the Dividend Reinvestment Plan and we will send you a secure Docusign to complete. This will authorize your enrollment and we will enroll you directly.
Note: Dividend Reinvestment Plan enrollment forms must be signed by a Custodian representative for IRA accounts. Please provide a direct email address for the Custodian representative when making the request to enroll.
As an IRA holder investing in Streitwise, you will need a pin number that will be sent to your custodian’s address to login. If your custodian has not received this pin within 2-3 weeks of making your initial investment, please email us and we will process a pin to be emailed to you directly from Computershare.