Account Access

Online Account Access


At Whiston Advisors, you have the ability to see your investment, retirement and trust accounts online at the registered custodian: 



ONLINE ACCOUNT ACCESS PROVIDES:

  • Intuitive navigation and comprehensive account information – including summary, holdings and activity detail. 
  • Customized reports on your Trust, Custody or Investment Accounts 
  • Access to historical account statements with the ability to go green and suppress paper statements

MOBILE ACCOUNT ACCESS

Account Access has never been so easy. Stay connected anytime, anywhere with online access with Android, iPhone and iPad. The Trust America access is available to clients who have registered for online access.

With online applications, you can review balances, holdings and transactions. Review historical data and transaction history. 

 

Questions & Answers

What is the cost to use these apps?
There is no charge to download and use the Trust America. Depending on your mobile device, you may be charged access fees by your wireless service provider. Please check with your provider for details on possible fees.


What do I need to use these apps?
Your device must be able to access the Internet, and you must have an investment, retirement, trust or custody account with WAMG and be enrolled for online web access.