You are about to leave the TriState Capital Bank website.
By clicking CONTINUE, you’ll be leaving the TriState Capital Bank website and be directed to a third-party site. If you’d like to return to the previous page, just click CANCEL.
Note: If you are accessing your deposit statement via this link DO NOT use your TSC Online Banking user name and password. You will need to create a new user ID and password that will be specific to eStatements. (If you have online banking access, you can always log on directly through online banking via the homepage to also obtain your eStatements.)
Reach out with questions anytime, Monday through Friday, 8am to 5pm ET at 1-866-680-8722, option 2, or email us directly at [email protected].
Prepare for a Successful Transition
As an advisor-centric bank, we serve as a trusted partner for thousands of wealth managers and financial advisors as they transition.
WE SPECIALIZE IN TRANSITIONS
As pioneers in securities-based lending, TriState Capital Bank has the experience and
knowledge to assist advisors through transition. We have supported hundreds of advisors
and teams in transitioning tens of billions of dollars of assets under management to their
new fi rms. Advisors know they can expect unmatched levels of expertise and service from
TriState Capital Bank.
Our state-of-the-art digital platform and customized processes are built to serve the specialized
needs of advisors. Our talented team delivers the highest level of communication and support.
- Customized pricing for your portfolio
- Dedicated support teams (service, sales, legal) throughout the process
- Dedicated “Transition Lead” primary point of contact
- Kickoff call to establish requirement
- Twice-weekly status reports
- Remote demos and training on our digital lending platform
- On-site support available during your transition
MEET YOUR TRANSITION SPECIALISTS
Our transition specialists are dedicated to making sure you have access to the best solutions for you and your clients.