Need help accessing your account? Have a question about a loan or distribution? Something else? We’re here to help.
Account Login Help
If you are new here or need help logging into your account, please call us.
Not sure where to log in? Click on Account Login under Account Access In the upper right-hand corner of this website.
If you logged into investmentaccount.com in the past, your user ID is the same (case sensitive), but your password is now the last 4 digits of your SSN.
Start a loan or distribution request
We’re happy to help you start the process.
We must speak to you before sending loan or distribution applications. We are unable to do so without verifying your request first.
Call Participant Services.
Where is my money?
In general, loans and distributions are processed in 7-10 days. If you requested a check by mail, anticipate additional days for mail delivery.
If you have questions about the status of your request, please call us.
Need more Assistance?
Reach the Retirement Services Team!
ATR is here to make saving for retirement easy. That means easy access to learning and financial wellness tools to get you on track and a smooth online experience supported by our dedicated Retirement Services team.
We’re working to improve the most important retirement outcome. Yours.
American Trust Retirement is a promise kept for more than 50 years to help clients succeed on their retirement savings paths. Today, we are more than 120 people focused on one thing – improving retirement outcomes.
©American Trust Retirement, a division of First Mercantile Trust
Need help? Visit our Self Help page.