Your account has been moved to a new home
Welcome to your new self-directed investment home at Equity Trust Company. We want to make sure you know where to go for contact information, forms access and more as you get settled in.
Contact Information
Your account is custodied by Equity Trust Company. However, during this transition we will continue to process your transactions through those most familiar with it – the Sterling Trust Operations Center.
Phone: 855-235-9010
Monday through Friday 8:00am - 5:00pm CST
Fax: 254.751.0872
(Note, this is the general fax number. Individual forms may have their own, dedicated fax number. Please refer to the fax number on each form for proper processing.)
Email: mailto:iraservices@trustetc.com
Mailing Address:
Sterling Trust
P.O. Box 2526
Waco, TX 76702-2526
Physical Address
1101 Wooded Acres
Suite 120
Waco, TX 76710
Forms:
Click hereOnline Account Access:
More tools for 24/7 account management!Enroll in eVANTAGE for access to manage your account online, view the status of your investments, generate Direction of Investment forms, and more. You will need three pieces of information for this enrollment – your account number, your established account PIN (last 6 digits of your social security number), and your 9 digit Social Security Number. Please click the Enroll Now link below. You can also click the ‘Need Help Enrolling?’ to see additional help around enrolling.
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