Investing with an IRA or 401(k)?

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. You can also follow steps here.

Steps to Get Started:

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. Email us and let us know you intend to add more funds through your custodian. 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, the Investor Timeline provides a general overviewof the process. It may take 2-4 weeks to issue shares in the REIT due to clearance requirements.
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.

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:

• Millenium 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)
• Goldstar Trust
• Pacific Premiere Trust (formerly Pensco)
• Strata Trust Company
• Community National Bank
• Camaplan (Sign Up Link Here)
• New Vision Trust

Note: 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.

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:

1. Go to the Start Investing page and click the Invest Today button.
2. A popup will appear. Fill out your name, email (make sure this is the same email you originally used!), select a Self-Directed IRA or 401(k) option, how much you wish to invest, and then ACH or Wire transfer. Click Next. If you have an ACH account number, add more funds through that method. If you do not then use the Wire transfer option.
3. Fill out your personal information as well as custodian, LLC, or trust information and submit your investment. If you used ACH information, skip steps 4-6.
4. Wire instructions will be sent to your email address. Make sure you receive this or check your junk folder.
5. If your custodian is sending the funds via wire or check, email us and let us know you intend to add more funds through your custodian. 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 custodian with the note that you want funds wired to 1st Streit Office Inc.
7. Once funds are received, they will be processed into additional shares to your account. The entire process may take 3-4 weeks to be processed before the additional shares show up in your account.

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.