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New users

If you’re new to STRATA’s online Account Access platform, you’ll need to register before logging in for the first time.

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Existing users

Investors and financial professionals log in below to securely access account activity, documents, and investment details.

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Help & how-to guides

Explore step-by-step videos and detailed articles designed to help you navigate your STRATA account with ease. Select a topic below to watch a video overview or read the full article for complete instructions.

User profile

Setting up your profile in your STRATA account lets you manage your login details—giving you the ability to reset your password and update your username whenever needed.

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Recover username

This step-by-step video shows you how to recover your STRATA username using your verified contact information.

Important: Username recovery requires a completed User Profile. If this has not been done, you must contact Client Services to verify your information on record.

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Reset password

This step-by-step video shows you how to reset a forgotten password within your online Account Access portal.

Important: Password reset requires a completed User Profile. If this has not been done, you must contact Client Services to request a password reset and verify account information.

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Statement and documents

The Statements & Documents tab gives you access to all available account documents, including STRATA statements, IRS forms (such as 1099-R and 5498), and RMD notifications or reminders. From this tab, you can easily sort, view, download, or print any document you need.

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Account activity

The Activity tab provides a detailed view of account transactions, including deposits, fees, and value changes.

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Tools for success

Investment Hub

Onboarding and self-directing your investments is easy with STRATA

Calculators

Discover what may be next in your retirement planning journey

Forms

Complete, sign, and securely electronically transmit your service requests

Protect Yourself

Better protect their retirement savings against investment fraud and financial scams

Trusted by investors, backed by experience

Based on customer sentiment, our clients report that STRATA makes self-directed investing simpler, more responsive, and more supportive at every step.

Simple, stress-free processes – “STRATA makes complicated transactions easy to handle.”
Quick, responsive support – “When I reach out, I get answers fast.”
Confidence in every step – “I feel supported and secure managing my IRA.”

Trustpilot reviews Google reviews

Nick and Sarah

STRATA’s Excellence

On every occasion that my wife and I have contacted STRATA for our account activities or questions, the service and efficiency received have been outstanding and exceptional. The “Best” compared with all other organizations/companies we have experienced in the US and overseas. Every individual with whom we have communicated or from whom we have obtained help has been very efficient, knowledgeable of the process, always with a “Can Do”, highly positive and friendly demeanor. STRATA cares for their customers.
Source: TrustPilot

Karen G.

Thank you

I appreciate receiving clear directions in a patient and friendly manner to properly manage the required information for setting up my account. Thank you.
Source: TrustPilot

Bruce N.

100% Pros

The folks at STRATA are 100% pros! I found the staff to be extremely helpful when I need assistance. A special thanks to Brittany who was a real pleasure to work with.
Source: Google Reviews

J. K.

STRATA Trust responds swiftly...

Strata Trust responds swiftly and professionally whenever I require help with my account or with a transaction. They are by far the most pleasant and competent company I deal with for my investing needs.
Source: TrustPilot

Ann S.

Great service, friendly and knowledgeable

This was one of the best customer service experiences I can remember. The agent was knowledgeable and friendly and resolved my problem quickly with a solution that was easy for me to implement. Thank you!I
Source: TrustPilot

Need something else?

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