Service Request
Fast, responsive support for accountholders
Our team is ready to help you. Just answer a couple of quick questions about who you are and what you need.
Before submitting your request:
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Your request will go directly to our Client Services Team, with a response in one business day or sooner.
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For common questions, explore the helpful links within each topic category.
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Provide the phone number and email address currently on record with STRATA.
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If your contact information has changed, first complete the Information Change Request – IRA Accounts form.
Prefer a call or meeting?
Looking for a faster way to connect? Choose a quick call or schedule time that works for you.