Client Service

The following are benefits of having electronic access to your account:

  • Monitor your investments
  • View payment of dividends & interests
  • See your debit card transactions
  • Keep track of your check writing
  • Access your monthly / year-end statements
  • Review transaction confirmation

In order to access your account(s) online you must follow the below steps according to your personal situation.

At StateTrust we want to make sure that your personal information is accurate and that all changes are processed on a timely basis.

If you are a Domestic Client, please follow the steps below, according to your personal situation, to inform us of any changes or updates you would like to make.

  • Request personal information changes and updates to your profile: Click here (when changing your address a W9 Form must be updated)
  • Updating W9 Form, only for US clients / accounts: Click here
  • Send an email to our Personal Information Updating Department: updates@statetrust.com
  • Contact us in order to speak to our Service team and/or your Financial Advisor: Call center

At StateTrust we want to make sure that your personal information is accurate and that all changes are processed on a timely basis.

If you are an International Client, please follow the steps below, according to your personal situation, to inform us of any changes or updates you would like to make.

  • Request personal information changes and updates to your profile: Click here (when changing your address a W8 Form must be updated)
  • Updating W8 Form, only for US clients / accounts: Click here
  • Send an email to our Personal Information Updating Department: updates@statetrust.com
  • Contact us in order to speak to our Service team and/or your Financial Advisor: Call center

At StateTrust we have established a "Phone Security Protocol": the secure way to ensure we are speaking to our client whenever we get in contact. This protocol will ensure that:

  • We follow proper identification procedures.
  • A Security Call is made to each account holder after opening an account in order to review the information provided and ensure its accuracy.
  • Security Questions and their answers get established and kept under strict confidentiality.
  • Every time we get in contact with a client, we ask at least three Security Questions to make sure that we are speaking to the right person.
  • When debiting a client's account by wire, check or transferring monies, a Security Call is initiated, which will use the "Phone Security Protocol", to identify our client and transaction accuracy.

This security method will make sure that the client's information is kept secure and confidential. It has proven to be a secure way to identify our clients, prevent fraud and give the great service you deserve.