Investing with a Self-Directed IRA

Instructions on setting up a SDIRA account with Streitwise

Self-directed IRA’s are an efficient way to save money for retirement. You may not know but it is possible to invest in real estate offerings like Streitwise with a self-directed IRA. If your custodian is already approved with Streitwise (see below for list) then you can get started here. It’s also possible to rollover funds into an approved custodian.

Questions about Self-Directed IRA's and 401(k)s

Steps to invest as a self-directed IRA or 401(k)

  1. Create a Streitwise login using our transfer agent Securitize ID
    1. Follow the information prompts: Name, Country of Residence, and Phone Number
    2. Select the Account Type: Individual or Entity (Trust/LLC/IRA)
    3. Enter your Email + Create a Password
    4. Verify your email address. Please verify email in the same browser or click here after verifying email.
  2. KYC Verification: Verify your identity using an ID and liveness check. We will internally evaluate the IRA custodian used, if needed.
  3. Contact us to enroll your account as a Self-Directed IRA: Once we have received this request at [email protected], we will create an entity account under the name of your SDIRA account and set your individual account to be “view only”.
  4. Submit Investment: On the Opportunity page, enter the investment amount you would like to pledge. Confirm Investor Qualification and then sign Subscription Agreement.
  5. Fund Investment: Securitize will coordinate with the custodian on signing the subscription agreement / funding the investment.
  6. Shares Issued: Once funds are received, your shares will be issued. Your shares will be reflected in your Investor Portal. You will be able to access your account by logging in as an individual and then selecting your IRA custodian account in the dropdown menu.

What SDIRA's custodians can I use to invest in Streitwise with?

Streitwise is able to work with most self-directed IRA custodians. We have worked with the following custodians:

 

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 do not work with the following custodians / brokerages:

  • Charles Schwab
  • Fidelity
  • Vanguard

You can rollover your funds from these custodians into an approved custodian if needed.

 

What fees will I pay as an SDIRA holder?

The same fees as any other Streitwise investor.

Your custodian may charge fees separately (such as annual holding fees) and have account minimums. You should contact your custodian representative direct to inquire about fees that you may be charged by them.

I have a 401(k) and not an IRA. How do I invest?

Reach out to if you have a 401(k) plan. Depending on the custodian your company 401(k) is held with, we can accept this plan. Connect your 401(k) custodian with us and we can attempt to get approved on their platform. You may need rollover your funds into a self-directed IRA first.

 

How do I enroll in the Dividend Reinvestment Plan?

Email Securitize Investor Support 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. 

Learn More Before Investing

Diversify your portfolio by investing in a conservatively-leveraged REIT that has generated strong passive income to investors with a 8.3% average annualized dividend yield since 2017.

Real estate offerings like REITs with Streitwise are open to all investors and are considered one of the best ways to hedge for inflation.