We’re excited to announce we are upgrading your digital experience starting September 3, 2024, at 5:00 a.m. ET. The introduction of Global Wealth will affect both statements and our Client Portal.
Introducing Global Wealth
What this means for you
New Client Portal: You will receive an email including a link to access the new platform and temporary password for your first login. At that time, you will be prompted to create a new password for added security.
New upload capabilities: With the Global Wealth Access (GWA) Client Portal, we will be able to upload more content and documents such as tax forms for your benefit, for enhanced interaction and quick access to resources needed to make informed decisions.
Statement packages: Beginning in September, statements will look a little different, however, we believe you will find them easier to read and understand. Statements will reflect information as of the end of the previous business day, ensuring you have the most up-to-date information.
Continued security: the platform uses a sophisticated array of firewalls and encryption along with the option to use two factor authentication to keep your data safe.
Rest assured; all your account information will be transferred seamlessly to our new platform. Additional information will be communicated to those clients currently utilizing our online account portal.
Your Trust & Asset Management team is dedicated to ensuring a smooth transition. If you have any questions, need assistance, or would like to gain access to your account information (including electronic Statements) via our online portal, please call us at 812-238-6257.
Thank you for your continued trust in us.
