Resource
Matrix Trust Company
Log-in to Matrix Trust Company services.
- Collective Investment Trusts
- Retirement Cash Account
- Fund Search Lookup
- Partner Site
- TPA-level trust system access
(Online Service Agreement Required for Access) - 1099 information
- Online account access for plan sponsors and interested parties
(InnoVue User Agreement Required for Access) - TOS
(checks, wires, stops, reissue, 1099 corrections, statements)
(Online Service Agreement Required for Access) - Electronic Service Agreements E-Signing Room
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