Wealth Services Account Access – TRUSTTrak
Our online Wealth Services platform is designed to provide the same robust experience from a desktop or mobile phone. Giving you account information at your fingertips to help keep your priorities front and center.
Get a snapshot of your total wealth anytime, making it easy for you to share information with your trusted advisor:
- A secure environment, protecting your information
- Access to your financial information in a clear and simple format
- Use of your fingerprint (or Face ID) as a convenient and secure way to sign in on applicable mobile devices
- View a snapshot of your total portfolio on an aggregated basis or by individual account
- Review detailed holdings information
- View recent trade activity and transactions
Getting Started
Your Wealth Advisor or Administrator will help you initiate access to our Wealth Services online and mobile app service. Once account set-up is complete, you can access your account using our website or mobile app.
- Important! Our mobile app is provided by Infovisa,Inc. and prior to login, requires the following Registration Key: river
Navigating Wealth Services Online Account
Your Wealth Services account offers a number of features and helpful tools:
Home page
View account balances & customize dashboard pages:
- Select Account Name to view the specific Account Summary.
- Check current values for each of your accounts along with a total value for all accounts combined.
- Easily customize dashboard pages to view all account or snapshot data in one place.
Accounts
The Account Summary provides a comprehensive overview, including:
- Account Balances and Allocations
- Performance Returns
- Recent Activity
- Holdings
- Contact Information
Statements
Enrollment for electronic statements will be completed during initial set-up, allowing you to view or download account statements at your convenience.
Disclosures
* Fees may apply
** Message and data rates may apply; contact your cellular provider for information on your mobile contract. Most smart phones are supported but some limitations may exist. Call us at (855) 829-7192 if you are experiencing any issues.
TRUSTTrak is provided by Infovisa, Inc.
iPhone® is a trademark of Apple Inc., registered in the U.S. and other countries. App StoreSM is a service mark of Apple Inc. Android™ is a trademark of Google Inc.
Contact your Wealth Advisor directly or call us at (855) 829-7192.