Online Account Access

Welcome Trust Administration Services Clients, Click here to enroll in Sterling Trust Online

Account Holder Access

Access my IRA Account
Access my Personal Custodial Account

Account Designated Representative Access

Access My Clients' Accounts
Access my Clients' e-Statements
Plan Sponsor Access to 401(k) or 403(b)

Broker Dealer Access

Broker Dealer Access To View Its Registered Reps' Accounts - Requires Broker Dealer home office to register for online access

Program IRA Sponsor Access

Program IRA Sponsor Access To View Its Program IRA Accounts - Access restricted to Program IRA Sponsors only and requires setup by Sterling Trust