Account Access

At Unified Trust Company, our clients are able to view their accounts twenty-four hours a day, seven days a week. As always, all account information is viewable only under a secure link.

Where's my account?

Your Account Access

Unified Trust is pleased to provide an array of financial services to help our clients achieve their goals. To better assist you in accessing your specific account, please refer to this guide:

Plan 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.).

Financial Professional: Use this login if you are an advisor needing to access your client accounts.