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MANAGE YOUR STRATA IRA
Online account access, password help, account forms (granting access, beneficiary designations, etc.), and other items related to your STRATA IRA.
ONLINE ACCOUNT ACCESS
- How Do I Access My Account Online?
- How to Update Online Account Access Credentials
- Individual Investors: How To Set Up Online Account Access
- How Do I Register for Online Account Access?
- Financial Professionals: How to Set Up Online Account Access
- Who Can I Contact for Questions Regarding My STRATA IRA?
- How Do I Change My Password?
- What Happens if I Cannot Remember My Password?
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