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ActiTrust Client Portal and Document Vault

ActiTrust Client Portal and Document Vault

The Client Web Portal provides a secure web channel to collaborate and communicate with your advisor, along with a secure vault for your private documents only accessible to you.

Please contact your advisor for your credentials.

For official information and details regarding your specific accounts, please refer to your respective Bank/Custodian statements and/or their corresponding electronic access. For your convenience, links to each custodian's web portals are shown below.


SELECT HERE TO LOG IN

For Client Account Electronic Access, please select your Custodian