Accessing your TruSource trust and custody accounts is easier than ever with Online Trust & Custody, our comprehensive account information management service. Featuring advanced security, Online Trust & Custody gives you access to the essential account information you need -- when you need it. For more information please contact us.

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This high-speed, state-of-the-art suite of web services is designed specifically for Plan Sponsors, their employee Participants, Financial Advisors, and the other major 401(k), 457 and 403(b) providers for whom TruSource furnishes recordkeeping services through strategic partnerships.

PlanStat represents the fusion of banking and information technology, establishing a new benchmark in real-time, web-based plan administration tools. The system's 21st-century technology addresses the needs of today's complex plan administration environment by tightly coupling the strict financial and regulatory compliance requirements of the banking industry with rigorous IT security procedures, protocol and best practices.

This demonstration website is only accessible with a User ID and password. Contact the TruSource Sales and Marketing department to receive login information and a guided demonstration of the power and flexibility of PlanStat Web Services for Partners, Plan Sponsors, Financial Advisors and Participants.