Can I give my financial advisor or a family member access to my account?

Yes. You may authorize a third party to access your account by adding them as either an Account Representative or an Interested Party. To get started submit STRATA's Account Designation form. 

This form will allow the accountholder to add, replace, or remove an account designation for your STRATA account at anytime.  

Please note: When granting access to a third party, a unique email address that is not linked to the accountholder's email is required.