Current Clients

Online Account Access

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

Online Demo

View a demo of our online account access feature

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

We're Here to Help

Phone:
1-800-955-3434
Option 5

Already Have an Account?

Phone:
1-800-955-3434
Option 2