Manage Your STRATA Account
Online account access, password help, account forms (granting access, beneficiary designations, etc.), and other items related to your STRATA account.
Online Account Access
Account Maintenance & Forms
- PDF forms for manual submission
- Individual investors: How to navigate your online account portal
- Where can I find my quarterly account statements, tax forms, and/or account number?
- What do accountholders need to know about beneficiary designations?
- How do I add or change the beneficiary designations?
- How do I add or change a power of attorney designation?
- Can I give my financial advisor or a family member access to my account?
Fees
Account Security & Protection
- How do I send a secure message to STRATA?
- How do I read a secure message from STRATA?
- What is STRATA's security policy?
- Does STRATA have professional liability insurance?
- What happens to uninvested cash in my account?
- What regulatory oversight and audits apply to STRATA?
- Does STRATA provide my information to third parties?
- What is STRATA’s business continuity and data backup policy?
General Tips
- How do I remove or update a saved password in my web browser?
- Gmail: How do I allow emails from STRATA?
- Yahoo Mail: How do I allow emails from STRATA?
- Outlook: How do I allow emails from STRATA?
- Apple Mail: How do I allow emails from STRATA?
- Android: How do I allow emails from STRATA?
- Need whitelisting instructions for a different email provider?