Wispact Portal Account
Wispact beneficiaries and advisors 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
If you have already registered and verified your account – Sign into the Portal here: https://member.truelinkfinancial.com/sign-in
To register for the portal, Wispact needs to verify your identity. Call your Beneficiary Specialist to register. For a listing of Beneficiary Specialists by First Initial of Beneficiary Last Name and staff phone numbers, see https://www.wispact.org/staff/
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.