Go to the Client Service section and under the tab "Access my Account" you will find the information to Log in to your account. If you have been blocked from the system or need a new ID and/or Password, please contact us. You can do so, by sending us an email to firstname.lastname@example.org or by calling at the numbers listed below depending on your location.
Yes, you can follow the instructions on line or fill out a form and turn it in to our Internet Access Department. Both form and instructions can be found in our site in the Client Service section – Access my Account. This will prevent you from receiving all correspondence and route it electronically.
In our website under Client Service – Change of Personal Information, you will find the form that needs to be filled out and signed by all account holders in order to update your personal information. Please remember that if you are updating your address you need each of the account holders to update W8 form if you are a client that resides outside of the US and a W9 form if you reside inside the US.
The W9 Form is required when you open your account or when you change your address. This form is for clients that reside in the US. One form is required for each account holder. The W8 form is required when you open your account and is valid for 3 years and expires on December 31st. This form is required for the clients that reside outside of the US. It is also required when you change your address. One form is required for each account holder.
When we establish contact with you or you contact us we will ask you at least 3 of these questions to make sure that we are speaking to you. This security method will make sure that no one calls and requests information from your account unless it is you. When you are debiting your account by wire or check or transferring monies, we will initiate a Security Call which will use the phone security portico to identify you. This has proven to be a secure way to identify our clients, prevent fraud and give the great service you deserve.
At StateTrust we have established a secure way to ensure we are speaking to you when we call or you call us by establishing a phone security protocol. We want to make sure not to give anyone that calls information that does not belong to them. Each account holder receives a security call after opening their account in order to review the information provided and ensure its accuracy. We also take the time to ask you some personal questions, we then keep the answers you have provided under strict confidentiality. These answers provide us with information that usually only you know about yourself.
You can request an Executive Check from your StateTrust Account by sending a letter of authorization with all of the required information. You can find the guide to do this in our site in the Client Service Section – In the Wire-Out | Executive Checks section.
You can request checks by applying to the Cash Plus status in your transactional account. The form can be found in the Client Service Section of our site – Cash Plus – Debit Card / Check book. In order to re-order check you can call our service center and request them to be sent to your address of record or send an email to email@example.com
You can request a debit card by applying to the Cash Plus status in your transactional account. The form can be found in the Client Service Section of our site – Cash Plus – Debit Card / Check book. You should automatically receive your new debit card a month before it expires if not you should call our service center and request it to be sent to your address of record or send an email to firstname.lastname@example.org
In order to send a wire transfer you need to send us a letter of authorization with the required information. In order to assist you with this we have put the guide in our website in the Client Service Section – Wire-Out | Executive Checks.
Yes, you can request a wire transfer in another currency by following the guide in our website – Client Service Section - Wire-Out | Executive Checks. You will be able to put instructions with the SWIFT, international instructions.
If you lose or cannot find your debitcard or checkbook, you should immediately contact our service department. We will deactivate your card and outstanding checks, we will review your last activity to assure there has not been any fraudulent activity. We will coordinate getting a new card or checkbook to you.
In order to get Money from your IRA (retirement) account you need to fill out the form found in the US Retirement Account Section. Follow the instructions.