Plan Advisors & TPAs Account Access

We’re Growing! We are bringing together industry leading tools and resources to help you on your retirement journey.  While we are working on integrating these great solutions, for a period of time, there will be several account access links to choose from.   Please select the one that is most applicable.

Existing Platform

Please use this login if your plan either:

Joined American Trust (has an effective date) prior to March 1st, 2022
Has not yet transitioned to the new enhanced platform (plans will be notified before they are upgraded)

Unified Trust Platform

Please use this login if your plan:

Joined American Trust from Unified Trust Company and you would like to log into your Financial Professional (not sponsor) account.

(If you would like to log in as a Sponsor please use the New or Recently Upgraded link below)

New or Recently Upgraded Platform

Please use this login if your plan has either:

Joined American Trust (has an effective date) after March 1st, 2022
Recently transitioned from the Existing American Trust Platform to the New American Trust Platform

Questions?

If you have any questions, don’t hesitate to reach out to our Retirement Services team available Monday-Friday 8am-8pm ET at 866-680-7000.