Register for Wispact’s New Online Account Portal

Wispact beneficiaries and advisors now have access to view trust account information online:

  • View account balances, deposit and distribution activity
  • Download statements and reports
  • See detail on True Link Card activity and settings

To register for the portal, Wispact needs to verify your identity.

Call Wispact’s Director of Outreach, James Giese at 608-268-6006 ext 209 with your account number and email. After you register, you should receive your email invitation the same or following business day from the date of your request.

 

 

 

Wispact, Inc. is not a registered investment adviser, registered stock broker or broker-dealer and does not offer investment advisory services, programs or products. Any investment questions should be directed to qualified licensed professional financial advisers.