Advisory Trust clients can access up-to-date information about their accounts through our On-Line Portfolio (OLP) and On-Line Statements (OLS) systems 24 hours-a-day, 7 days-a-week, 365 days-a-year.
OLP is a web-based reporting application that provides information on current and historical market values for all assets within a user’s portfolio, posted and pending activity for transactions, and general market information.
OLS provides access to an electronic copy of the same account statement that is produced on paper and mailed. It is an electronic copy of the official Advisory Trust statement of the account. Information in OLS is current as of the last statement date.
Current Advisory Trust Clients with OLP/OLS Access
If you currently have an account with Advisory Trust and have online access using OLP/OLS, please click here to login.
If you are experiencing problems with your Advisory Trust OLP/OLS access, please contact our OLP/OLS Support Team, Monday – Friday, 8:00 AM to 5:30 PM ET at 866.933.6778 or by emailing them at email@example.com.
Current Advisory Trust Clients without OLP/OLS Access
If you currently have an account with Advisory Trust and would like online access, please click here to download the On-Line Portfolio and On-Line Statements enrollment form. Simply complete this form and return it to us at your earliest convenience.