ACCOUNT MAINTENANCE & FORMS
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      1. SELF-DIRECTED IRA KNOWLEDGE CENTER
      2. MANAGE YOUR STRATA IRA
      3. ACCOUNT MAINTENANCE & FORMS

      Can I Give My Financial Advisor or a Family Member Access to My Account?

      Yes. You may add an account representative or interested party to your account by completing either the Account Representative Designation Request form or the Interested Party Designation Request form.

      • Online submission is the quickest and most secure way to provide STRATA with your information. If the option is available, a ServiceNOW icon ServiceNowSymbol will be displayed. Click the icon to launch the online form, where you will see a pop-up asking for your email address. 
        If, for any reason, you are not able to complete the online submission in one session, your information is automatically saved, and you can retrieve your document using the access link provided via email.
      • For manual submission, simply click the PDF text link located inside the form description to launch the document, fill it in, and then follow the submission instructions provided on the form.