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