Sterling WesternINVESTMENTS

MY INVESTMENT · STERLING WESTERN

A wider perspective.
A world of
possibility.

Find your next idea. Build your portfolio. Follow every move from one thoughtfully connected investment workspace.

YOUR NEXT CHAPTER

Ideas become
a portfolio.

Discover.
Build.
Track.
Refine.

A LOOK INSIDE MY INVESTMENT

Your progress. Clearly presented.

Get a feel for your investment workspace, from portfolio value and available cash to performance over time.

Investment overviewPREVIEW
Sterling Western investment dashboard with example portfolio value, available cash, returns and a performance chart.
Investment overviewIllustrative account view

The whole picture

See portfolio value, available cash and investment returns.

Performance in context

Compare portfolio performance with a benchmark over time.

Details within reach

Explore holdings, review activity and manage your goals.

Sign in to My Investment

INSIDE OUR MARKETS

Updates every 10 seconds

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EXPLORE YOUR OPTIONS

Different markets.
One clear view.

Discover a range of investment categories, each with its own prices, price history and market movements.

01

Stocks

Follow familiar companies across technology, financials and consumer markets.

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02

Funds & baskets

Discover Sterling US Equity Fund, Global Opportunities Fund, Core Bond Portfolio and Real Assets Fund.

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03

Government & corporate bonds

Explore Treasury bills, government bond baskets, inflation-linked debt and corporate bond funds.

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04

Real assets

Bring property, infrastructure and commodity themes into your portfolio.

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05

Cash position

See uninvested cash, reserved funds and the amount available for your next request.

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FROM IDEA TO ACTION

Everything you need
to stay in the picture.

Your portfolio should be easy to understand. From available cash to individual holdings, each detail has its place.

Open My Investment
  1. 01

    A market that moves

    Watch prices change, compare charts and save the investments you follow.

  2. 02

    A clear order, every time

    Choose your quantity and review an exact price. Submit within the quote window. Orders execute immediately unless your account requires approval.

  3. 03

    Your progress, in perspective

    See holdings, returns and allocation. Set goals and keep a complete record of your activity.

BEFORE YOU BEGIN

A little clarity
goes a long way.

Visit Sterling Western Bank
How do I access my portfolio?

New to Sterling Western Investments? Select Create account to submit your investment profile. Once your access is approved, sign in with your username or email and password.

How are market prices determined?

Prices and charts are provided by the platform. Each order uses the price shown at review.

What price will my order use?

Reviewing an order gives you an exact price held for 20 seconds. Orders execute on confirmation unless your account requires approval. For pending orders, cash or shares remain reserved until a decision is made. Approved orders use the agreed price and record the quantity and time. An expired quote must be refreshed before you can trade.

Are investment balances linked to banking?

Investment balances are managed separately from banking balances.

YOUR INVESTMENT WORKSPACE

Make your next move.