Entrust Portal Consent

“By clicking below, you acknowledge that entering your username and password from Account Aggregation Services on this website will allow enTrust and its owners, officers, employees, representatives, and agents (including any third parties that facilitate the data fees from your account) (the “enTrust Parties”) access to your financial account information which may include, without limitation, your name, address, phone number, email address, social security number, account numbers, portfolio holdings, transaction history, performance history, and other financial details.  You agree that none of the enTrust Parties will be liable for any losses, liabilities, damages, judgments, costs, or expenses (including attorney’s fees and costs) )”Losses”) paid, suffered, incurred, or sustained by you as a result of allowing such access to your financial information.  You agree to indemnify and hold harmless the enTrust Parties for any Losses paid, suffered, incurred, or sustained as a result of any inaccuracies contained in your financial information.”

Entrust Wealth Advisors Portal – Entrust Portal

Welcome to your

enTrust Wealth Portal

Get Started

Register

Begin the process by creating your enTrust Wealth Portal.

Link your accounts

Once you register and link your accounts, you will be able to create customizable balance sheet views to allow a tailored focus on your personal financial situation.

Intelligent. Integrated. Customized.

We built the enTrust Wealth Portal to empower you to track performance, holdings, balances, and
cash flows across your accounts. We do so thorough intelligent aggregation – delivering an integrated
data engine with direct feeds from more than 20,000 institutions.