Quarterly statements are posted to the website typically after the fifteenth day of each calendar quarter. Want to be notified when your statement is ready? Sign up for a notification. Just add your email address in the personal information section via the participant website–look for the gear icon in the right corner of the screen. Once you receive an email from American Trust, you can access your account statement instantly! If you prefer a paper statement, elect it any time in the personal information section. Click on Email to change your settings.

Sign up for eBal

American Trust can now send your retirement plan balance in an email or straight to your cell phone as a text message. eBal is an easy, convenient, and instantaneous way of receiving weekly, monthly, or quarterly updates of your account balance. All you have to do is sign up!