THE ON-LINE CUSTOMER
SERVICE CENTER


The TRUST ON-LINE
CUSTOMER SERVICE CENTER
provides quick and easy access
to your account information.

> ACCOUNT DETAIL
> ACCOUNT BALANCES
> PORTFOLIO SUMMARY
> ACCOUNT STATEMENTS
> ASSET ALLOCATION
> TRANSACTION HISTORY
THE ON-LINE CUSTOMER SERVICE CENTER: EASY ACCESS TO ACCOUNT INFORMATION


At Trust Administration Services we know that knowledge is power. The power you need to make the right decisions at the right time. We provide access to your account 24 hours a day, seven days a week in a secure environment. Our On-line Customer Service Center is a convenient and easy way to access current account information including:

Account Detail
Account Balances
Portfolio Summary
Account Statements
Asset Allocation
Transaction History

All of your account information is based on the previous business day.

Power at your Fingertips for Fast, Accurate Information
Your on-line account is powered by a sophisticated web-based data tool, AccuNet, that updates your account daily. Just click on VIEW MY ACCOUNT and enter your username and password.

New Users
Please click NEW USER. Enter your name, social security number and email address. Create a username and password. Remember to write this number down in a safe place. Information provided by you to our Customer Service Department will match to the on-line information, thus giving on-line access to your account.

If you have problems accessing your plan account, please contact your Customer Service Representative.

     
 
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TRUST is a leading personal management provider of self-directed IRA retirement accounts, retirement planning services and custody accounts.
Access the largest diversification options for your investments with our retirement planning services.
©2007 Trust Administrative Services. Trust Administrative Services is a division of First Regional Bank, Member FDIC.
TRUST does not sell investments nor provide investment advice, and all transactions are at the direction of the accountholder and/or
their designated financial representative. Investment products are not FDIC insured, not guaranteed by the bank and may lose value.