Close

The right insights, right now

Access the latest news, analysis and trends impacting your business.

Explore our insights by topic:

About Broadridge

Resource

Matrix Trust Company Operational Agreements

Communications Cloud article

The Matrix Trust Company Operational Agreements will assist you in establishing online access for:  

  • TPA-level trust system access, Access to Statements and 1099's, and access to enter Stop Payment and 1099 Correction request: (Online Service Agreement)
  • Online account access for plan sponsors and interested parties (InnoVue User Agreement)
  • The ODFI ACH agreement is here for your convenience in establishing an ACH debit process for contributions to your accounts. (ODFI ACH Debit Agreement)

Questions? Please contact Matrix Trust Company at 888-947-3472.