FAQ’s about Joining the Sterling Trust Organization:

Are my accounts safe?
Yes. By joining Sterling Trust, the clients of Trust Administration Services move to the market leader in size, stability and client service.

Will my account number(s) change?
Your account numbers will stay the same.

How will my fee schedule be affected?
Your fee schedule will remain the same. More information on any future changes to your accounts will be provided as soon as possible.

Can I make investments with my account(s)?
Yes. We are processing transactions.

What numbers should I call if I need assistance?
Please continue to call the Trust Administrative Services Corporation phone numbers and use the trustlynk.com email addresses you use today. You will be notified in advance of any changes related to contact information.

Will the forms change?
Forms will have minor changes to reflect the new custodian, titling changes.

Will I still have access to my online account? Will I need to change my password?
You will continue to have access to your online account and it’s not necessary to change your password at this time.