Author Topic: getting IRA money from Strata  (Read 2160 times)

Natalie-OBX

  • Newbie
  • *
  • Posts: 34
    • View Profile
getting IRA money from Strata
« on: November 29, 2017, 12:46:01 PM »
Hello All,

I am trying to transfer a portion of my Lending Club Roth IRA money back into my Vanguard Roth IRA.  Has anyone had experience doing this with Strata?

Vanguard sent Strata the paperwork on 10/6 and said it would take 4-6 weeks.  I am past that.

Any experiences to share?

Natalie

dr.everett

  • Full Member
  • ***
  • Posts: 238
    • View Profile
Re: getting IRA money from Strata
« Reply #1 on: November 29, 2017, 01:54:01 PM »
I did similar a few weeks ago- from start to finish it took about 10 business days. Strata called me to verify it because of the amount. I would say if it's been past what Vanguard said, call Strata and confirm they received it.

lascott

  • Hero Member
  • *****
  • Posts: 1435
    • View Profile
    • Appreciate my post and want to try LendingRobot? URL below
Re: getting IRA money from Strata
« Reply #2 on: November 29, 2017, 04:59:01 PM »
I've done this with Fidelity a few times and I think it also took 10 days or less.  Would be curious what Strata (formerly SDIRA) has to say.
Tools I use: (main) BlueVestment: https://www.bluevestment.com/app/pricing + https://www.interestradar.com/ , (others) Lending Robot referral link: https://www.lendingrobot.com/ref/scott473/  & Peercube referral code: DFVA9Y

Debt Free

  • Full Member
  • ***
  • Posts: 125
    • View Profile
    • Email
Re: getting IRA money from Strata
« Reply #3 on: November 29, 2017, 08:21:03 PM »
It's been discussed before and different numbers have been thrown around.  How much did Strata ding you on the transfers out each time?

dr.everett

  • Full Member
  • ***
  • Posts: 238
    • View Profile
Re: getting IRA money from Strata
« Reply #4 on: November 30, 2017, 12:25:20 AM »
$25

Debt Free

  • Full Member
  • ***
  • Posts: 125
    • View Profile
    • Email
Re: getting IRA money from Strata
« Reply #5 on: November 30, 2017, 03:40:12 AM »
Thanks.  Appreciate it.

Natalie-OBX

  • Newbie
  • *
  • Posts: 34
    • View Profile
Re: getting IRA money from Strata
« Reply #6 on: November 30, 2017, 12:47:32 PM »
I called Strata, and sure enough, they said they never received it.  Coincidentally, Vanguard resent it a couple of days ago.  I hadn't followed up, because I saw a previous post indicating that it took a long time.  I guess I'll have to micro-manage it a little bit.

Thanks.

Natalie