To access your account information, please click on the appropriate button.

    By clicking on the links below, you will be leaving Tri-Star’s website.

    Your information is private, secure, and easy to access.
    WEBLINK ASSISTANCE
    To assist with accessing your account, a Weblink User Guide can be found here – User Guide.
    To assist in setting up Multi-Factor Authentication (effective 10/23/2021), please refer to this Multi-Factor Authentication Help Guide.

    MY WEALTH PORTRAIT ASSISTANCE
    View your entire financial picture — including holdings at other institutions — all in one place with My Wealth Portrait. This special service helps you see your current status and plan for the future.