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    Dashboard - Portal

    Brand New Dashboard

    Now when you login you'll be taken to your account Dashboard. Here you'll be able to view your account information and account management features.
    • All accounts in one view, if you have more than one.
    • Account management made easy - build statements, view tax forms, fees, and manage your account's beneficiaries and 3rd party access. 
    • Quick Links - the most popular actions are now quick and easy to access via the Dashboard.
    • Tool Tips - You'll see (?) throughout your new portal. These are here to provide more information and will help you navigate our portal.
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    Assets

    What you knew as Statements is now Assets. Here you’ll see a breakdown of all the assets you own in your account.

    • We added new features showing your available funds, any pending cash, and the total market value of your account (based on your FMVs or applicable market data). 
    • Convenient access to the Build Statement tool.
    • View your assets 'as of' date.
    Transactions - Portal

    Transactions

    We've updated our Transactions tab. In this section you can view all transactions you've conducted and how they've been applied to your principal cash and principal investments.

    • Filter transactions by type or date.
    • Convenient access to the Build Statement tool.
    • Download and print statements at any time.
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    User-Friendly New Design

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    Works On Any Screen Size

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    Helpful Tool Tips

    Activity - Portal

    Activity

    What you knew as Transactions has now been updated to our new Activity tab. From here you’ll be able to fund your account, start a new investment, sell an asset, add or update payees, and much more. You will also be able to track the status of each activity on your account from there.
    • Start new activities on your account such as funding, making a new investment, fair market value, selling an asset, and more. 
    • View your pending or recurring activities.
    Billing - Portal

    Billing

    We’ve made adding or updating a credit card to pay your Entrust fees a breeze.

    • Add, update, or delete a credit card on file.
    • View and pay your Entrust Fees.
    • View other payment options.
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    I Want To...

    Not sure where to find something or want to see all of the activity options you have in your portal? Check out the I Want To... tab for a helpful overview.
    • Choose from all the actions and options you have on the portal.
    • I Want To.. has replaced our All Services page.

    Ready to explore your new portal?

    Log in to your Entrust account now.

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