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
- Individual Investors: How To Navigate Your Online Account Portal
- Where Can I Find My Quarterly Account Statements, Tax Forms, and/or Account Number?
- Financial Professionals: How to Navigate Your Account Access Portal
- What Do IRA Accountholders Need to Know About Beneficiary Designations?
- How Do I Add or Change the Beneficiary Designations on My Account?
- How Do I Add or Change a Power of Attorney Designation to My Account?
- Can I Give My Financial Advisor or a Family Member Access to My Account?
- How Do I Update My Contact Information?
- PDF Forms for Manual Submission