Infovisa Client Portal
You can access your account information online at Infovisa Client Portal (ICP). Your account is secure and confidential, backed by strong password protection and multi-factor authentication.
Infovisa Client Portal Features
- Account summary, account holdings, pending trades and transaction history reports readily available
- Information can be downloaded and imported into a spreadsheet
- Account access 24 hours a day, seven days a week
- Customized reports with colorful graphs and charts
- Online statement activity
Having trouble accessing your account? Please call the Trust & Wealth Management Department toll free at 866.482.0404.
Need a login? If you are a current Trust and Wealth Management client but have not been issued a ICP username and password, contact our Trust and Wealth Management staff at firstname.lastname@example.org.