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Self-Directed Knowledge Center
IRS Reporting

How can I access duplicate IRS forms?

You may view and download your STRATA account tax forms online.

Log in to your STRATA account online and navigate to the (1) Statements & Documents tab.
(2) Select a date range that includes the form you are looking for, then click the arrow button to apply the filter.

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Why STRATA

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.