By clicking on the links below, you will be leaving Tri-Star’s website.
WEALTH ACCESS IMPORTANT INFORMATION
*Wealth Access completely replaced WebLink as of October 1st, 2023.
Wealth Access is an app-based wealth management tool compatible with both Apple and Android style phones. Complete with a customizable dashboard, you may now view all of your accounts’ holdings, transactions, and market values in one convenient place. Explore detailed information about your holdings, historical changes over time, and much more! While you may still access your accounts using your PC or Laptop via the link above, you may also download the Tri-Star Trust Wealth Access App from the Apple App Store or Google Play store for access through your smart phone or tablet.
FINANCIAL PLANNING PORTAL ASSISTANCE
View your entire financial picture — including holdings at other institutions — all in one place with the Financial Planning Portal. View your current financial status and plan for the future.
WEBLINK
As of October 1, 2023, clients will have online access to accounts through Wealth Access only. Wealth Access is replacing WebLink as Tri-Star’s online account access platform.
Do you need help setting up your Wealth Access account? Contact your Relationship Manager at 989-921-0010 to ensure zero interruption to viewing your account(s) online. If you have already set up your Wealth Access account, thank you! No further action is necessary.