Direct links, navigation, and self-help resources for your STRATA IRA portal.
You may access your account through our website, simply locate the Account Access button located at the very top menu or you may use our direct link https://www.stratatrust.com/AccountAccess.
New Users
For new users, our step-by-step guide will walk you through the process. Refer to Individual Investors: How To Set Up Online Account Access
Navigation
Learn to navigate your portal with ease. Refer to the below links to overview general navigation with video guides and tips to help you get the most out of your account.
Account Access Portal Overview- Navigation Tabs
- Home Tab - Quick overview of your STRATA account
- Positions Tab - Detailed view of assets
- Activity Tab - Detailed view of account transactions (deposits, fees, value changes)
- Statements & Documents Tab - Account-related documents (statements, IRS forms, RMD reminders, and notices)
- Account Groups Tab - 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:
- User Profile Updates & Security Center
- Reset a Forgotten Password
- Change Password
- Update Email
- Recover Username
If you are in need of assistance with your online access contact our Client Services Team at 866.928.9394.