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PRESS RELEASE

Trust Administration Services Joins Market Leader, Sterling Trust

Elyria, Ohio - March 11, 2010 - Sterling Trust, a division of Equity Trust Company, announced today that it has acquired the accounts and assets of Trust Administration Services Corporation of Carlsbad, CA.

The acquisition further strengthens Equity Trust Company as the leading custodian in the self-directed retirement account market... Read More
Trust Administration Services Joins Market Leader, Sterling Trust
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 Administration 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.

 

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Sterling Trust, a division of Equity Trust Company, is a leading provider of self-directed IRA retirement accounts, retirement planning services, real estate IRA and IRA custodian accounts. Equity Trust does not sell investments nor provide investment advice, and all transactions are at the direction of the accountholder and/or their designated financial representative. Investment products are not FDIC insured, not guaranteed and may lose value.

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