Step 1 of 4 — Eligibility
First, a rule we cannot bend.
Applicants must not be U.S. citizens at the time of application. Permanent residents are not eligible. We check this first so nobody wastes an hour finding out at the end.
We are not able to help with this one.
U.S. citizens and U.S. permanent residents are not eligible for introduction at the time of application. This is a restriction on the introduction itself, not a judgement about you, and we would rather tell you now than after a phone call. If your status changes, we would be glad to hear from you again.
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Step 2 of 4 — What you are looking for
What kind of introduction?
We introduce clients to regulated financial institutions based on the type of financial services they are seeking. Sterling Financial Services LLC does not provide investment advice or recommend any financial product, investment, trading strategy or financial institution.
Open a trading account with a regulated institution An introduction for a corporate client An introduction to a financial institution
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Step 3 of 4 — Scale
Roughly what size are we talking about?
Bands only, and you can skip this. It tells us which institutions will actually accept the introduction, since minimums differ.
Under USD 2,500 USD 2,500 – 10,000 USD 10,000 – 50,000 USD 50,000 – 250,000 Over USD 250,000 I would rather discuss this on a call
Anything we should know before we call? (optional)
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Step 4 of 4 — How to reach you
Where should we reach you?
A member of our team will review your enquiry during business hours and contact you using the method you select below.
I understand Sterling Financial Services LLC is a Category 5 introducer, does not execute trades, provide investment advice, manage funds or hold client assets, and that investing in the financial markets is a high-risk activity. Website
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Received. We are on it.
A member of our team will be in touch shortly.
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1
Your enquiry is reviewed A member of our team will review your enquiry during business hours.
2
A short conversation We provide information about the financial institutions to which Sterling can facilitate an introduction. The client independently decides whether they wish to proceed with an introduction. Sterling does not recommend financial products, investments or trading strategies.
3
A disclosed introduction You are told exactly who you are being introduced to before anything happens.
4
Onboarding support We may provide administrative support during the relevant institution's onboarding process. Account opening, client acceptance, KYC requirements, product eligibility and all related decisions remain solely with the relevant financial institution.
Sterling Financial Services LLC does not handle client funds or provide any investment advice. All brokerage and trading services are provided by the institution under its own regulatory licences. Investing in the financial markets is a high-risk activity.