AdvisorsPortal

Complete the form to register for a new account. All fields are required to complete your account registration.

COMPANY NAME

FIRST NAME

LAST NAME

ADDRESS

CITY

STATE

ZIP CODE

PHONE

ARE YOU AN RIA?

Yes, I am an RIA No, I am not an RIA

ARE YOU A BROKER?

Yes, I am a Broker No, I am not a Broker

I agree to the Account Terms and Conditions

Account Terms and Conditions

By accepting these terms and conditions, you agree that your purpose for accessing the Unified Trust Advisor Web Site is on of the following:

To evaluate Unified Trust Company, N.A. services for determining suitability for your clients and prospects.
To gain access to the services tools and resources available on the advisor website to allow for proper servicing of the your existing Unified Trust clients.

Access Prohibited to Unified Trust Competitors

By accepting these terms and conditions, you agree that you are NOT employed by or operate on behalf of a competitor of Unified Trust Company, N.A. A competitor for the purposes of these terms and conditions is a company that offers wealth management, investment, recordkeeping, administrative, trust, fiduciary, or custodial services to qualified plans, trusts, endowments, and individual investors via introduction through intermediaries such as brokers and investment advisors.

You are automatically considered to be a competitor of Unified Trust if your primary purpose for gaining access is other than those stated in the section titled "Terms and Conditions" above.

Penalty for Unauthorized Access

By accepting these terms and conditions, you agree that if you are a competitor, and you knowingly gain prohibited access to this website, than Unified Trust is entitled to pursue legal action.