General navigation overview along with video guides and tips to help you get the most out of your account.
Table of Contents
- 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
ACCOUNT ACCESS - Portal Overview
NAVIGATING YOUR ACCOUNT
Keep scrolling or click one of the quick links below to jump to the different Account Navigation sections.
Quick Links: Home | Positions | Activity | Statements & Documents | Account Groups
HOME TAB
The Home tab provides a quick overview of your account(s). Personal account alerts are displayed in a banner on the Home page while general informational alerts are shown under the alert 
icon included in the header of the menu.
The overview includes the following:
Your STRATA Account number is shown above the Quick Summary section.
- Quick Summary
- Account Type
- Current Market Value & Current Cash Balance
- Reportable Transactions - Current year and prior year contributions, current year distributions, and RMD amounts (Simply click the
icon to view additional details regarding these fields.)
- Your Asset Allocation
- Visual chart of your current asset allocation
- Securities
- List of securities held within your account(s)
PRO TIP: Organizing and Exporting Data
- Sort the listed securities in ascending or descending order by clicking on the up or down arrows next to the column heading.
- Export or print the information in this section by clicking on any of these links:
Quick Links: Home | Positions | Activity | Statements & Documents | Account Groups
POSITIONS TAB
The Positions tab provides a detailed view of the assets currently held within the account.
Video Guide Overview
Step-by-Step Overview
- Filter Data By:
- By Account - If multiple accounts are listed within the profile, you can sort data by individual accounts or view data for all accounts.
- By Date - You can view account information based on the "as of date" entered.
- Securities
- By Individual Securities - Ability to view account securities individually
- By Security Type - Ability to view account securities by security type grouping
- Once you have selected your sort parameters, simply click
to apply the filters.
- Asset Location Code - Click the
icon to view the location code associated with the asset. - Asset Price - Click the
icon to view additional price details associated with the asset.
Quick Links: Home | Positions | Activity | Statements & Documents | Account Groups
ACTIVITY TAB
The Activity tab provides a detailed view of account transactions.
Video Guide Overview
Step-by-Step Overview
The detailed view includes the following:
- Filter Data By:
- Account - If multiple accounts are listed within the profile, you can sort data by individual accounts or view data for all accounts.
- Date - You can view account information by selecting a date range.
- Transaction Type - You can view all transactions or only the transactions selected.
- Once you have selected your sort parameters, simply click to apply the filters.
- Transaction Details - Click the
icon to view additional details associated with the transaction.
PRO TIP: AutoPay
Sign up for Auto Pay to effortlessly process your transactions such as custodial or service fees, annual account fees, asset holding fees, storage fees or processing fees - simply electronically submit STRATA's Fee Payment Authorization form and select Option 1.
Quick Links: Home | Positions | Activity | Statements & Documents | Account Groups
STATEMENTS & DOCUMENTS TAB
The Statements & Documents tab provides a list of all documents available to the user such as STRATA statements, common IRS forms (IRS Form 1099-R, IRS Form 5498), RMD notifications, and reminders. The documents may be sorted, viewed, downloaded, or printed from this tab.
Video Guide Overview
Step-by-Step Overview
- Filter Data:
- By Document Type - View all documents or by document type.
- By Account - If multiple accounts are listed within the profile, you can sort data by individual accounts or view data for all accounts.
- By Date - View account information by selecting a date range.
- Once you have selected your sort parameters, simply click
to apply the filters.
- Quick View - Click the document name link to preview the document.
- Download & Print – Click the
icon to download and print a pdf version of the document.
Quick Links: Home | Positions | Activity | Statements & Documents | Account Groups
ACCOUNT GROUPS TAB
The Account Groups tab allows the user to group accounts as needed. This feature can be used when there are multiple accounts listed within the user profile.
- Create Group - Click the
button. Enter the group name and select accounts that should be added to the newly created group. Click the Save Changes button to add the account group. The account group will appear at refresh or at account log on.
Quick Links: Home | Positions | Activity | Statements & Documents | Account Groups