StateTrust Wealth Management

Please click on the question of your preference to see the answer.

How can I see my Account online?

I don’t want to receive my mail. Can I get my correspondence by email?

I moved and have a new address & phone number. How can I update my information?

When do you require a new W9 Form or W8 Form?

Why am I asked so many questions when I call or request a wire transfer?

I need to send a check to pay a vendor, but do not have a checks in my account. Can StateTrust send a check for me?

How do I request checks for my account? How can I re-order checks for my account?

How do I request a debit card? What do I do when my debit card expires?

What do I do if I need to send a wire transfer?

If I need to pay a vendor in another currency. Can I do this from my account?

If I lose or cannot find my debit card what do I do?

If I need money from my IRA (retirement) account, how can I do this?

Please click on the topic of your preference to see more information.

Frequently Asked Questions