Investing with a Self-Directed IRA or 401(k)

If you are a self-directed IRA holder in a custodian we have partnered with (see below) or reached out to us to get your current custodian approved, follow steps below. You can also follow steps here.

1. Go to the Start Investing page and click the Invest Today button.
2. A popup will appear. Fill out your name, email, select a Self-Directed IRA or 401(k) option, how much you wish to invest, and then Wire transfer. Click Next.
3. Fill out your personal information as well as custodian information and submit your investment. Make sure to include your account number in the account name.
4. Wire instructions will be sent to your email address. Make sure you receive this or check your junk folder.
5. We will send you a subscription agreement as well as any other forms your specific custodian may need.
6. Forward these instructions and subscription agreement to your IRA custodian with the note that you want funds wired to 1st Streit Office Inc. Please include the 6 digit reference number on your wire transmittal so that funds are allocated to your registration once received.
7. Once funds are received, it will take about 3-4 weeks to issue shares and receive your login.
8. When shares are issued, you will receive an email with instructions on how to setup an account in the Investor Center with our transfer agent, Computershare.

Streitwise is able to work with most SDIRA custodians. We have worked with the following custodians:

• Millennium Trust Company (Sign Up Link Here)
• New Direction Trust Company (Sign Up Link Here)
• Advanta IRA (Sign Up Link Here)
• Equity Trust (Sign Up Link Here)
• Alto IRA
• Goldstar Trust
• Pacific Premiere Trust (formerly Pensco)
• Strata Trust Company
• Community National Bank
• Camaplan (Sign Up Link Here)
• New Vision Trust
• Forge Trust (formerly IRA Services Trust)
• American IRA
• The Entrust Group

If your custodian is not listed here, please reach out to your custodian and see if you’re able to invest in a non-traded REIT with your SDIRA and contact us. If so, you may be able to invest in Streitwise with your custodian. We are not currently able to accept Vanguard, Fidelity, or Charles Schwab investors.

Streitwise fees will be the same as any holder.

You may pay separate fees with your custodian such as annual holding fees or account minimums. 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. 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.

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.