We are excited to announce an upgrade to your Wealth Advisory Services experience. Soon, you will have access to an enhanced online portal, providing seamless digital access to your accounts and statements. We are also refining your online and paper statements for improved readability and comprehension. Our goal is to deliver clearer statements and more intuitive online navigation, meeting and exceeding your expectations.
Check your statements anytime, starting July 1. Our new web portal provides quick access to information, advice, and real-time transactions too!
Experience a clearer way to see your account. If you receive monthly statements, you will see the changes this August. Or if you receive quarterly statements, you will see them in October.
Personalized Dashboard and Comprehensive Portfolio View
Your financial journey just got a whole lot smoother with our Personalized Dashboard and Comprehensive Portfolio View. Tailor your dashboard to spotlight the metrics that matter most to you. Plus, by linking all your accounts, you’ll enjoy a holistic snapshot of your finances in one convenient location, saving you precious time and simplifying your financial management.
Customized Dashboard:
Comprehensive Portfolio View:
Quick Online Glossary
Our online glossary is your go-to resource for understanding financial terms with ease. It offers clear, straightforward definitions of complex financial terms and acronyms. Whether you're new to investing or looking to deepen your financial knowledge, our glossary ensures you have the information you need to make confident, informed decisions.
Quick Access to Information and Real-Time Transactions:
Find what you need fast with easy-to-use graphs and analytics, saving you time searching. See your transactions as they happen, so you can stay on top of your finances and make quick decisions when needed.
Latest news and communications front and center!
We are excited to announce our newly updated website, designed to be your go-to source for the latest financial news and expert insights. With regular contributions from top financial experts like Paul Gifford, CFA, our platform offers valuable knowledge to help you stay ahead in the changing financial world. Whether you’re looking for market trends, investment tips, or detailed analyses, our video library, including the highly acclaimed Market Share series, has the information you need to make smart decisions.
Stay connected with us through our portal, where you can get personalized updates, access exclusive content, and hear the latest from our team. Our goal is to give you the tools and insights to confidently navigate your financial journey. We invite you to explore the new features and join our community of informed and proactive investors. Your financial success is our priority, and we are excited to support you every step of the way.
Enhanced statements to guide your investment journey
Clear and concise statements put important information front and center, making it easier than ever to stay informed about your investments. Say goodbye to confusion with a streamlined format and a prominent display of your investment objectives.
Our detailed income earned table offers a comprehensive breakdown of your earnings, while a transparent fee breakdown ensures complete clarity on costs. Plus, get ready for a visual treat with an asset allocation overview, providing a quick snapshot of your portfolio’s diversification.
These changes don’t just look nice— they’re about empowering you with the tools and insights you need to take control of your financial future.
Your Account at a Glance
Understanding your financial standing has never been simpler. Visualize your asset allocation effortlessly with a user-friendly breakdown and chart, providing a clear snapshot of your investments. See percentage of each holding at a glance.
Highlighting your accrued income
Easily track your accrued income and the number of shares you own with clarity and precision.
Easily check your income and taxation
View detailed information on income generated and tax implications, empowering you to effectively plan your financial strategy. Tax-deferred? Capital gains? We’ve got you covered.
We think you will love our new statement enhancements. If you have any questions, we are here for you. Contact your Trust Administrator directly, email us at [email protected] or call (800) 882-6935.
For help logging in to Wealth Advisory Online, for technical questions, or for help with your account, please call 1st Source at (574) 235-2914 or (800) 882-6935 during our office hours, Monday – Friday 8:00 A.M. to 5:00 P.M. Eastern Time.
1. Click on SETTINGS, then SHOW DASHBOARD TIPS. Helpful navigation tips are displayed. Click SETTINGS again to turn off. 2. Clicking on the informational icons opens the GLOSSARY to define and explain topics. 3. The full GLOSSARY is located in the left menu. 4. Call you Trust Administrator for help!
Click on the top left menu icon, and available options are expanded.
Yes! There are nine panels to select from. Click on SETTINGS, then CHANGE PANELS. Drag and drop available panels on the right side of the screen into the placeholders on the left, then SAVE CHANGES.
To make changes or additions to the accounts you can access, contact your Trust Administrator. Once verified by your Trust Administrator, your request should be processed within five (5) business days. You will notice the change made to your access on the MY ACCOUNTS list the next time you log in.
Yes! Click on SETTINGS, then CREATE/EDIT ACCOUNT GROUPS. Create an Account Group Name and add or remove accounts to the group. Account groups allow you to create custom groups of accounts to organize them in a way that is more meaningful to you.
• Click on the PROFILE/LOGOUT icon at the top right of your screen • Select MY PROFILE • Verify or enter your E-Mail Address • Click DELIVER ALL METHODS ELECTRONICALLY • Save changes
Because this change is happening mid-year (July 1), year-to-date balances will not appear on statements until 2025.
If you have selected to receive annual statements, you will receive two this year. One will cover the period 01/01/2024 to 06/30/2024 and the second statement with the new look will cover the period 07/01/2024-12/31/2024.
Differences in the core system (number of decimal places, rounding, etc.), new pricing vendors, foreign exchange rate reporting and Settlement Date (old) vs Trade Date (new) reporting can affect balances. Don’t hesitate to contact your Trust Administrator if you have questions.
To enhance security, you will begin receiving letters from us if your address is changed so that you can verify the information is accurate. These will be sent to both the old and new addresses.
Yes. Because this change is happening mid-year (July 1), one will cover the period 01/01/2024 to 06/30/2024 and the second statement with the new look will cover the period 07/01/2024-12/31/2024.
For help logging in to Wealth Advisory Online call (574) 235-2914. For help with your account, please call your Trust Administrator or (800) 882-6935 during our office hours, Monday – Friday 8:00 A.M. to 5:00 P.M. Eastern Time.
