Secure, transparent access to your trusts. Powered by Ingenious Trust Services.
Choose the appropriate portal based on your relationship with Ingenious Trust Services.
View your trusts, access documents, track transactions, and communicate securely with your trust administrator.
Access Client PortalFor IFAs and wealth managers. Track your client referrals, view commissions, and submit new business.
Access Partner PortalYour data is protected with enterprise-level encryption and SOC 2 certified infrastructure.
Access your trust information anytime, anywhere, from any device.
Dedicated trust administrators with decades of combined experience.