Client Vault

Click the links below to download step-by-step instructions for using the client vault. Need help? Feel free to email us your questions or schedule an appointment with Kathleen.

Quick Start Guide - Logging In
Basic Client Guide - Uploading and Downloading

Widget - Vault Desktop Use

Access Your Client Vault Folder

Enter your email address and password to access your folder in the Sterling Client Vault, or use the form below to send us a file quickly and securely.

Email:
 
Password:
 
 
Forgot your password?
powered by Citrix ShareFile

Securely Send Us a File

 

 

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved