Sterling Mutuals Inc. - Client Portal

Welcome to Sterling's client access portal.

Upcoming Security Enhancements – 2FA and Stronger Passwords

To better protect your personal and confidential information, we will be enforcing Two-Factor Authentication (2FA) for all client accounts beginning August 1, 2026.

With the increasing number of cyberattacks, strengthening your account security has become essential. Two-Factor Authentication adds an additional layer of protection by requiring a second verification step when logging in, helping ensure that only authorized users can access your account.

What this means for you:

Enable 2FA in your Client Portal under the Profile tab.

Available methods: SMS or voice call verification.

We recommend setting it up as soon as possible to avoid access issues.

For help or questions, please contact your advisor’s office.

Thank you for your cooperation as we continue working to keep your systems and information secure.

Cybersecurity Awareness Notice

Your security is important to us. As online fraud and impersonation websites continue to increase, we encourage you to stay alert when accessing your account online.

Before signing in, always make sure you are using our official website. Fraudulent websites can sometimes look very similar to legitimate login pages and may attempt to collect your username, password, or other personal information.

To help keep your account secure:

Access your account only through our official website or a trusted bookmark.
Avoid logging in through links sent by email, text message, or social media.
Turn on two-factor authentication (2FA) if it’s available.
Be cautious of unexpected messages asking for login information.

If you notice anything suspicious, please contact your advisor or our Compliance Department right away.

Thank you for helping us keep your financial information safe.

I have entered my email and password but it says I already have a session live.

This can sometimes occur after a password reset or if you had recently left the website without choosing to log out. To correct this, simply select the LOGOUT button provided on the screen at the time of the alert. This will log you out properly, allowing you to re-enter the information and successfully obtain access.

I have forgotten my password, but when I complete the reset I do not see anything in my email inbox.

This may be because your email provider is viewing the email as junk mail or “spam”. This may cause a delay in receiving the password reset message and usually results in the message being placed in your Junk Mail folder. Please give the reset password email up to 10 minutes to arrive before requesting a new password reset. Be sure to check your junk mail or spam folder.

I share my email address with another user. Why can only one of us obtain access?

You are able to share a single email for multiple user accounts. However you must make sure that your passwords are unique, otherwise it will lock one of the users out. You can reset the password on either account, thus allowing for both users to obtain access. This can be done via the Forgot Password button.

I am typing my password in but it keeps saying it is invalid. What should I do?

This can be a case of the password or username being typed incorrectly in one of the fields (for example the Caps Lock on your keyboard is enabled). It may also be that you have mistaken the password for one used on another online account you may have. You can try typing the password into Notepad so the letters are viewable, and then copy and paste the password into the login screen of the website. If these tips do not seem to do the trick you can reset your password via the Forgot Password button.

I am trying to login with my email and I know my password is done correctly. What is stopping me from getting in?

This might be a case where you have changed email addresses but your email was not updated at your dealer. Since we use the email we have on file as your login, it is important that any change to your email address also be communicated to your representative so they can properly set this up on the system.

I have tried the tips above and nothing seems to be working. What can I do?

For this you may call tech support. Please be ready to answer a quick security question prior to completing a password reset and be aware that assistance can only be provided to the owner of the account unless permission has been given otherwise.