First Time User
Your first steps, made easy
Access your account anytime, unlock self-help tools, pay fees online, review account activity, and download important documents — making it easier than ever to securely manage your STRATA account.
Quick start for new users
Create your account login
Register for secure online access so you can manage your account anytime, anywhere.
Complete your profile
Secure your account and unlock self-help tools, like password reset, by setting your security preferences.
Explore your account
View your holdings, check recent activity, access statements, and download important documents.
Tips for new users
Investor Account Navigation Overview
This article includes a series of short videos that walk you through key sections of STRATA’s online account portal. Each video provides step-by-step guidance on how to log in, view account activity, access statements and IRS forms, and manage important features. Along the way, you’ll also see Pro Tips designed to simplify navigation and help you get the most out of your online access.
Financial Professional Account Navigation Overview
This video provides a step-by-step walkthrough of STRATA’s online account portal for financial professionals. You’ll learn how to navigate key features, manage client accounts, and access important documents. Along the way, we’ll share quick video overviews and Pro Tips designed to help you save time and get the most out of your account access.
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
Insight
Tips for Your Mid-Year IRA Review
Mid-year self-directed IRA review tips covering contributions, liquidity, valuations, deadlines, and beneficiary updates.
Insight
How Precious Metals Work in a Self-Directed IRA
Learn how to hold precious metals in a self-directed IRA, including IRS rules, storage re…
Insight
How to Avoid Common Investment Titling Mistakes
Learn how to properly title SDIRA investments to avoid prohibited transactions, delays, a…
Insight
Can Your IRA Invest in Startups?
Learn how self-directed IRAs can invest in startups, including IRS rules, risks, and key …
Insight
Two Common IRA Errors and How to Correct Them
Learn how to correct excess IRA contributions and missed RMDs, avoid penalties, and keep …