Your New Year’s Checklist: 4 Ways to Update Your Account

TrustINdiana January Investor

The beginning of a new year offers a great opportunity to ensure that your TrustINdiana MYACCESS account information is correct and up-to-date. Please take a few moments of your time to review your TrustINdiana MYACCESS account and ensure the following information is correct. Here is a checklist of important items to review.

  1. Ensure that all contact information is accurate.
    The new year often brings in new staff members and elected officials. Please verify that the correct Authorized Signers are listed and that old signers have been removed.
  2. Verify that the correct and current bank information has been provided.
    All bank information should be up-to-date, including routing (ABA) numbers, bank account numbers, and bank contacts. Does a bank account need to be removed? If so, please complete a Bank Amendment Form and return to Client Services. As an added layer of security to your TrustINdiana account, dual signatures are now required on all bank amendments. If you have not done so already, please complete the new Dual Signatory Bank Amendment Form for our records. Please contact Client Services for a copy of the form.
  3. Confirm that all email addresses are current.
    We need accurate email addresses to communicate with you; it is how you receive important TrustINdiana updates!
  4. Subaccounts should be reviewed and up-to-date.
    Ensure that you do not have any subaccounts where projects have been completed or expired. An organized list of active subaccounts will help efficiency and organization.

As always, the TrustINdiana MYACCESS Online Portal strives to provide the highest level of security for not only processing transactions but also retrieving important account information like monthly statements and confirmations. We strongly encourage you utilize TrustINdiana MYACCESS for all your account activities including accessing monthly statements. To request TrustINdiana MYACCESS credentials, please contact TrustINdiana Client Services at (888) 860-6264 or

Happy New Year,

TrustINdiana Staff

All comments and discussions presented are purely based on opinion and assumptions, not fact. These assumptions may or may not be correct based on foreseen and unforeseen events. The information presented should not be used in making any investment decisions. This material is not a recommendation to buy, sell, implement, or change any securities or investment strategy, function, or process. Any financial and/or investment decision should be made only after considerable research, consideration, and involvement with an experienced professional engaged for the specific purpose. Past performance is no guarantee of future results. Any financial and/or investment decision may incur losses.