Skip to main content

​
Sign up

  1. Go to app.sterlinglabs.co/sign-up, or use the sign-up link in the sign-in window.
  2. Select Continue with Google, or enter your email address, a username, your first and last name, and a password. Accept the Terms of Use and Privacy Policy with the checkbox on the form, then select Continue.
  3. Enter the code Sterling emails you to verify your email address. You’re signed in, and your seven-day trial starts.

​
The client agreements

As an SEC-registered investment adviser, Sterling Labs asks you to accept five client agreements. The Terms of Use and Privacy Policy are accepted when you sign up. The CRS, ADV Part 2A and Advisory Agreement are presented when you start a subscription or connect a portfolio, and all three must be completed to continue. Each document has to be read to the end before it can be accepted. The agreements you’ve accepted can be read or downloaded later under Agreements in your account settings.

​
Frequently asked questions

​
What do I need to sign up?

An email address, or a Google account. Sterling emails a code to verify the address.

​
Which social logins can I use?

Google. Select Continue with Google on the sign-up or sign-in window.

​
Do I need a phone number?

No. Sign-up doesn’t ask for one, and there’s no SMS step.

​
Can I read the agreements again later?

Yes. Select your avatar at the bottom of the left-hand navigation, choose Account, then Agreements. Each accepted document is listed with its date and can be downloaded. See Managing your account details.