Who Can I Contact for Questions Regarding My STRATA IRA?

Choose how you want to connect; we are available between Monday - Friday, 8:00 a.m. – 5:30 p.m. CST.

  • Online - Fill out a service form, and we will call you ready to discuss your needs at a time convienent for you. 
  • Book a meeting- Set up an appointment with one of our Customer Service Agents. 
  • Use our live chat or chat bot feature, found in the lower right of our website. 
  • Call us directly at 866-928-9394. 

Additionally, our contact information is found in your online Account Access portal:

  • Quick View - Click on the User Guide Screen Shot 42 icon to view STRATA's email, phone number, and overnight mailing address.
  • Detailed View - Click on the STRATA Contact Us link located at the bottom of the Home tab.
    • This link takes you to our Service Request form, which allows you to direct your questions to our Client Services team 24/7. We will respond to your inquiry within one business day or sooner.