--- title: How to set up online access as an account designated representative description: STRATA Trust Company's Account Access offers financial professionals a secure online portal that seamlessly helps them manage investors' assets. --- [Skip to content](https://knowledge.stratatrust.com/financialprofessionals/financial-professionals-how-to-set-up-online-account-access#main-content) [![STRATA\_2c\_dark-Jan-30-2026-08-39-57-4702-PM](https://knowledge.stratatrust.com/hs-fs/hubfs/STRATA_2c_dark-Jan-30-2026-08-39-57-4702-PM.png?width=328&height=111&name=STRATA_2c_dark-Jan-30-2026-08-39-57-4702-PM.png)](https://www.stratatrust.com/) Open main navigation Close main navigation How can we help you today? - There are no suggestions because the search field is empty. 1. [Financial Professionals Knowledge Center](https://knowledge.stratatrust.com/financialprofessionals?hsLang=en) 2. [About STRATA](https://knowledge.stratatrust.com/financialprofessionals/about-strata?hsLang=en) 3. [Account Access](https://knowledge.stratatrust.com/financialprofessionals/about-strata?hsLang=en#account-access) # How to set up online access as an account designated representative  Account Designated Representative access is authorized by the accountholder. Once STRATA receives authorization, login credentials will be emailed to the address provided.  ### **Step 1: Register for online access** Once you receive your credentials, visit our [Existing Users Log On](https://innoprodiv3.ssnc.cloud/sdi/sdi/authentication/logon?returnurl=%2fsdi%2fsdi) page.  - **Machine Type: Private or Public –** Select your device type. Please note: For your security, you must use a personal or trusted device (“private machine”) to set up your account. - **Username:** \[SampleUsername\](case-sensitive*)* - **Password:** \[SamplePassword\] ![User Guide Screen Shot 1](https://knowledge.stratatrust.com/hs-fs/hubfs/User%20Guide%20Screen%20Shot%201.jpg?width=600&height=340&name=User%20Guide%20Screen%20Shot%201.jpg) ### **Step 2: Complete your profile** Sign in using the credentials provided above. During your first login, you’ll be asked to review and accept STRATA’s Electronic Communication Consent Policy. After acceptance, check your email for a confirmation message and select the link to finalize setup. During your first login, you will *need to create a new password* and answer a Security Question to be able to use username and password recovery options. Once logged in: ![Profile SetUp](https://knowledge.stratatrust.com/hs-fs/hubfs/Profile%20SetUp.png?width=167&height=126&name=Profile%20SetUp.png) ### **Step 3: Explore your account** Your online account is now ready to use. You can securely access your account at any time using your new username and password. You can also take advantage of self-service tools to recover your username or reset your password whenever needed.  - [Investment Onboarding](https://knowledge.stratatrust.com/financialprofessionals/investment-onboarding?hsLang=en#main-content) - [Pre-Custody Review](https://knowledge.stratatrust.com/financialprofessionals/investment-onboarding?hsLang=en#pre-custody-review) - [Funding](https://knowledge.stratatrust.com/financialprofessionals/investment-onboarding?hsLang=en#funding) - [Investment Direction](https://knowledge.stratatrust.com/financialprofessionals/investment-onboarding?hsLang=en#investment-direction) - [Investment Maintenance](https://knowledge.stratatrust.com/financialprofessionals/investment-maintenance?hsLang=en#main-content) - [Fair Market Value](https://knowledge.stratatrust.com/financialprofessionals/investment-maintenance?hsLang=en#fair-market-value) - [Investment Income and Taxes](https://knowledge.stratatrust.com/financialprofessionals/investment-maintenance?hsLang=en#investment-income-and-taxes) - [About STRATA](https://knowledge.stratatrust.com/financialprofessionals/about-strata?hsLang=en#main-content) - [Innovation and Technology](https://knowledge.stratatrust.com/financialprofessionals/about-strata?hsLang=en#innovation-and-technology) - [Account Access](https://knowledge.stratatrust.com/financialprofessionals/about-strata?hsLang=en#account-access) - [Fees and Billing](https://knowledge.stratatrust.com/financialprofessionals/about-strata?hsLang=en#fees-and-billing) - [Get Started](https://www.stratatrust.com/get-started/) - [Contact Us](https://www.stratatrust.com/contact-us/) - [Self-Directed IRAs](https://www.stratatrust.com/sdiras/) - [Insights Blog](https://www.stratatrust.com/resource-center/insights-blog/) - [Resource Center](https://www.stratatrust.com/resource-center/) - [Why STRATA](https://www.stratatrust.com/why-strata/) [![STRATA\_white (no background)-3](https://knowledge.stratatrust.com/hs-fs/hubfs/STRATA_white%20(no%20background)-3.png?width=200&height=68&name=STRATA_white%20(no%20background)-3.png "STRATA_white (no background)-3")](https://www.StrataTrust.com) STRATA Trust Company (“STRATA”) performs the duties of a directed (passive) custodian, and as such does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers or service providers. As a custodian, STRATA does not sponsor, endorse or sell any investment and is not affiliated with any investment sponsor, issuer or dealer. STRATA does not provide investment, legal or tax advice. Individuals should consult with their investment, legal or tax professionals for such services.