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Last updated at November 11th, 2020Plan Participant: Use this login if you are a participant in an employer sponsored retirement plan. Plan Sponsor: Use this login if you are an employer with a retirement plan at Unified Trust. Individual Investor: Use this login for wealth management accounts (personal agency, IRA’s, Trust Accounts) and Institutional Accounts (foundations, endowments, nonprofits, etc.).
Status : OnlineUnified Trust, A Division of American Trust Company. Products and services offered by American Trust Company are not insured by the FDIC, are not a deposit or other obligation of, or guaranteed by, American Trust Company, and are subject to investment risks, including possible loss of the principal amount invested.
Status : OnlineUnified Trust's commitment to client satisfaction is not just a goal - but a true day to day practice. I have recommended Unified Trust to my friends, and they too have found Unified Trust is the company to utilize. — Chris H. Skill and Expertise.
Status : OnlineUnified Trust was one of the first fee-based, full disclosure, discretionary investment managers in the country 2. We have always practiced full disclosure of our costs and fees. We also use an open architecture platform, which allows access to over 20,000 investment options. This gives us the breadth to select investments and investment ...
Status : OnlineThe Unified Trust Financial Resource Center gives you access to the tools you need to organize your financial life. You will find quick-read articles, comprehensive planning guides, interactive financial tools, animated presentations and much more! The Unified Trust Financial Resource Center provides a single source of financial information for ...
Status : OnlineTo evaluate Unified Trust Company, N.A. services for determining suitability for your clients and prospects. To gain access to the services tools and resources available on the advisor website to allow for proper servicing of the your existing Unified Trust clients. Access Prohibited to Unified Trust Competitors
Status : OnlineLogin. IMPORTANT MESSAGE: Please be advised that Unified Trust Company, N.A. and the stock market will be closed on Monday, September 7th for Labor Day. Trade requests received after 3:30 PM ET on Friday, September 4th will be processed on Tuesday, September 8th. |
Status : OnlineThis application is written to work with the latest version of Firefox, Chrome, Safari, Microsoft Edge, and Internet Explorer 11.0+.
Status : OnlineUnified Trust is a discretionary trustee because we believe that trust must be the foundation for everything we do. Under the Employee Retirement Income Security Act of 1974 (ERISA), the discretionary trustee has "exclusive authority and discretion to manage and control the assets of the plan."
Status : OnlineTroubleshoot
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