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Chicago Office

350 N Orleans St

Suite #9000n
Chicago, IL 60654

Investment

Login Information and Links 

There are a lot of market options for advisors and consumers to consider. At Sterling Edge Financial, we believe in flexability, choice and hyper-personalized advice and solutions.  As a result, we work with multiple custodians to serve the complex needs of our clients on an individual basis.  Use the links below to find login information for our custodians, banking solutions, private placements and offerings.  

SEI Private Trust

SEI Private Trust

Online Access to SEI Private Trust, Reports, Statements and Tax Documents

Log into SEI Private Trust
SEI Cash Access

SEI Cash Access

Free Checking Bancorp Bank FDIC

SEI Cash Access
eMoney

eMoney

Personal Financial Management Platform

Log Into eMoney
Cambridge Investment Research

Cambridge Investment Research

See Investment Statements for All Accounts

Access Consolidated Statements
AssetMark

AssetMark

Online Access to AssetMark Investments.

Reports, Statements and Tax Documents

Log Into Assetmark
Wealthscape NFS

Wealthscape NFS

Online Access to National Financial Services Investments.

Reports, Statements and Tax Documents

Log Into Mystreetscape
CNL Strategic Capital

CNL Strategic Capital

Updated Information about CNL Strategic Capital and Tax Documents

CNL Tax Documents
MDS Energy Development

MDS Energy Development

Updated information about MDS and Tax Documents

MDS Energy Tax Documents
Braemar Preferred Stock

Braemar Preferred Stock

Investor Links to Preferred Stock

BHR Investor Links
CIM

CIM

Investor Links to CIM Interval Fund and Preferred Stock Offering

Creative Media & Communtiy
American Funds

American Funds

Updated information on fund performance

and Tax Documents


In business for 91 years and with $2.2 trillion* in assets under management, Capital Group helped millions of investors pursue their goals. 

American Funds Client Login
Greenbacker Capital

Greenbacker Capital

Updated information on fund performance

and Tax Documents


Greenbacker independent power producer and investment manager with strategies that connect investors seeking stable returns with the income-producing renewables assets that we own and operate, expanding clean energy access to communities around the country.

Greenbacker Capital
US energy Development Corporation

US energy Development Corporation

Investment offerings, updates, reports and Tax Documents


U.S. Energy has pioneered a unique project development approach that focuses on the development of energy projects throughout North America.

U.S. Energy Corporation