How do I access my account online?

You can access your STRATA account anytime through our website. Below are simple instructions and helpful resources to guide you through logging in, navigating your portal, and managing your profile.

Accessing your account

You may log in to your account using the Log In button located in the top menu of our website, or by visiting our direct link: https://www.stratatrust.com/log-in/

New users - If this is your first time accessing your online account, follow our step-by-step setup guide: https://www.stratatrust.com/log-in/first-time-user/
Navigation - Once logged in, you’ll find it easy to move through your account using the main navigation tabs. Explore the resources below for video guides and tips to help you get the most out of your STRATA account portal. Navigation tab overview:
- Home - Quick overview of your STRATA account
- Positions - Detailed view of assets
- Activity - Detailed view of account transactions (deposits, fees, value changes)
- Statements & Documents - Account-related documents (statements, IRS forms, RMD reminders, and notices)
- Account Groups - Customizable account grouping for easy organization Navigation Tabs
Self-Help Resources

For existing users, if you need to change/reset a password, update an email address, recover a username refer to the below sections of our Account Access Center article:

If you are in need of assistance with your STRATA account contact our Client Services Team at 866.928.9394.