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. To assist with accessing your account, a Weblink User Guide can be found here – User Guide.

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.