Client Login
Sterling Financial Partners uses several of the industry’s most reputable custodians for administering your investment accounts. Their global resources and state of-the-art technology enable us to provide you with comprehensive tools and accurate, consolidated reporting of your assets and transactions with us. This password-protected information can be accessed by clicking on the appropriate custodian below and logging in with your appropriate credentials.
Consolidation Reports - Wealth Portal Access |
---|
![]() |
TOPS |
---|
Mutual Funds |
---|
![]() |
Annuities |
---|
![]() | ![]() |
![]() | ![]() |
![]() | |
529 Plans |
---|
![]() |