How do I setup the IRA account with Upstart?

You will need to create a Self-Directed IRA ("SDIRA") account through our partner STRATA Trust Company ("STRATA").

This will include filling out the Crowdfunding Investment Direction Form which is submitted to STRATA. It will take a few days to process the ACH transfer from your SDIRA account to your Upstart account.  Once we have received your SDIRA funds, you can start investing.

You will also need to create an Upstart investor account and select "Retirement" as the Account Type.

When prompted to fund your Upstart account, please enter your 9 digit SDIRA account number.

Was this article helpful?

Can’t find what you’re looking for?

Our customer care team is here for you.