As of April 2024, Wefunder provides a straightforward way for investors to invest via an IRA. Wefunder has teamed up with Strata Trust IRA to allow investors to invest via their IRA who wish to do so. (Wefunder does not accept any other IRA options at this time.) Please follow the following steps to ensure a smooth experience.
- If you have not yet created a Wefunder account, you will need to do so by going to https://www.wefunder.com/signup.
-
If this is your first time using Strata Trust, contact Patrick Hagen by emailing patrick.hagen@stratatrust.com and downloading the Strata Trust IRA App. You can also contact Patrick directly at (512) 945-9078.
- - On Wefunder, you must create an entity in your profile for your IRA. Go to https://wefunder.com/settings/investor_information. Patrick Hagen will supply the information you need to enter your entity.
-
When you are ready to invest, go to the company page you want to invest in, select how much you want to invest, and click the invest button. You will be taken to the invest page.
- - On the invest page, select your entity instead of yourself in the box that states who will be investing.
- - For payment, you will select wire. The wire instructions will be emailed to you, and you will send these to Patrick Hagen at Strata Trust.
- Once you email the wire instructions to Strata Trust, Wefunder and Strata Trust will take care of the rest. Please allow 3-5 business days for the teams to handle your account.