Investment Accounts

StateTrust Investments and its global financial advisor network will assist you in building a diversified investment portfolio and managing your capital growth and current income needs.  We offer an extensive selection of investment accounts to meet your specific requirements. Among them, you will find:

  • Investment and Brokerage Accounts (Checking and Debit Card privileges).
  • Professionally Managed (Fee-Based Accounts).
  • Retirement Accounts (IRA, SEP, 401K and others).
  • Education and Custodian Accounts (including 529 Plans).
  • International Accounts.
  • Multicurrency Portfolios.
  • Margin Accounts (Asset-Based Lending).


Our Investment Accounts will provide you access to: Multicurrency Money Markets, CDs, Mutual Funds, Common Stock shares, Preferred Stock shares, Options, Bonds (Sovereign, municipal, corporate, and emerging market), ETFs (Exchange Traded Funds), Professional Money Managers and Annuities.

Full-Service Brokerage
Buy and sell Securities Money Market Sweep Visa™ ATM/Debit Card
Margin Loans Daily Sweep Consolidate Statement
Mutual Fund Investments Hedge Fund Investments Online Statements, Confirmations, Tax Forms
Internet Access Private Equity Investments ATM Cash Withdrawal
Checkwriting Options Personalized Service Team
Performance Reporting Customized Portfolios Advanced Portfolio Reporting

StateTrust offers a comprehensive service in which clients can analyze their investments, earnings on investments, distributions taken, and current account value.  Our accounts have access to the following services:

  • 24 hour internet account access.
  • Electronic statements and confirmations.


Through our Cash Plus product -a powerful money management tool- you can consolidate your investing, checking and Visa Card services into one convenient account. Cash Plus other benefits are:

  • A complete portfolio snapshot on one comprehensive statement.
  • Unlimited check writing, online bill payment, daily cash sweep and direct deposit.
  • Debit Card with worldwide access.
  • Access to professional investment consultants.
  • Different level of accounts (Platinum and Gold) that give our clients a selection of options and varied benefits.

StateTrust account holders will always receive first class client service and their accounts are insured. Excellence and integrity are the guiding values in our investment process.   Our accounts have the following characteristics:

  • Worldwide access to your money through electronic wire transfers, checking, and debit cards.
  • Accounts held at StateTrust Investments, Inc. are protected up to $500,000 in value, including $250,000 in cash awaiting reinvestment. (Provided through SIPC membership)
  • StateTrust Investments, Inc. clients also are provided coverage in excess of SIPC limits, for additional security through Lloyd's of London.
  • Detailed monthly account statements.

Links of interest: