FAQs

• Can I Exclude A Holding From A Portfolio?
• What Happens When I Create A Held-Away Account?
• How To Create A Held-Away Account
• What Proxies Does StratiFi Use For Hedge Funds And Private Equity?
• Are The Prism Risk Factors Weighted Equally?
• What Does The Red Dot Beside Settings mean?
• How Do I Generate Form CRS for Regulation Best Interest (RegBI)
• How Do I Setup Email and PDF Disclosures
• How does StratiFi calculate investor risk profile?
• How Do I Apply Different Risk Tolerance Scores To Different Accounts?
• What Are The Different Roles In StratiFi And Their Permissions?
• How Can I See The Top Risk Attributions Of An Account?
• How Can I Add A New User To StratiFi?
• How To Use The Teams Section
• How To Add Fixed Annuities or Fixed Indexed Annuities To A Model Portfolio Or Account
• How to pay via ACH
• Can I Log In Using Microsoft Single Sign-on?
• How To Download A Blank Form