Client Access vs myTailoredWealth

Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here. • Your account balances, including your assets and available cash  • Current value of each of your investments • Detailed asset allocation analysis • Documents such as trade confirmations and tax reporting • A secure vault to store financial statements, insurance documents  • A full complement of convenient client tools • Your financial advisor’s contact information Asset allocation does not guarantee a profit nor protect against loss.

Trustmark Tailored Wealth provides comprehensive and customized wealth management services for individuals, businesses and corporations for the purpose of helping our clients accumulate, preserve and transfer wealth. We’re more than just advice and a plan—we are experienced providers of wealth strategies tailored to each client’s unique needs, and the myTailoredWealthSM app offers users a robust way to interact with your account information right on your phone or other mobile device. Convenient app. Trustworthy team. Our team of relationship and portfolio managers gives you the freedom to live more confidently knowing your investments are being managed to meet your specific goals. And the app puts all this and more right in your pocket. Invest with confidence. Trustmark Tailored Wealth is your true financial partner, offering professional guidance to formulate tailored strategies to help you meet your unique financial goals for the accumulation and preservation of your wealth. With the app, you’ll be able to see stock prices in real time, check trades, view monthly performance statements, and more—anywhere, anytime. Not just for individuals. From custodial trust to employee retirement planning and other business services, corporations can use the myTailoredWealthSM app to help achieve their goals. Technology backed by people you trust. The myTailoredWealthSM app is backed by a team of skilled professionals who are knowledgeable, dependable, and highly experienced in their field. That’s the power of Trustmark Tailored Wealth.