STRATA Trust Company's Account Access offers financial professionals a secure online portal that seamlessly helps them manage investors' assets.
INITIAL ACCOUNT SETUP
Your user credentials will be mailed to you by STRATA Trust Company ("STRATA") . Once you receive your credentials, access STRATA's portal via our online Account Access.
At the secure log on page, please enter the following information:
- Select your Device Type - Private or Public (you must register from a private device initially). Once you have registered your user profile and set up your security questions, you may access your account from either a private or public device.
- Enter your Credentials - Enter your username and password (provided by STRATA), click “Log On” to continue.
- Confirm your Device - You will receive an email that will require you to confirm your device by clicking the link within the email message to continue with the log-on process.
ELECTRONIC COMMUNICATION CONSENT
At initial log on, you will be asked to accept our Electronic Communication Consent Policy. Please click “Accept & Proceed” to continue logging on. If you decline the request, you will be unable to proceed with the self-enrollment process.
4. Confirm consent - After agreeing to our electronic communications consent policy, please check your email box to confirm your consent.
5. Change your password - At your initial log on, you will be prompted to change your password.