RING IN THE NEW

Streamlined application processes. Digitized disclosure notices. Electronic asset transfers. New enhancements to your portal make investing easier than ever, and that’s something worth celebrating.

On this page you’ll find an overview of all of this year’s portal updates.

Navigate to the Visit Your Portal button to explore how these updates benefit you.

NEW FUNCTIONALITY

Applications

Save time with a revamped digital application that’s simple, clear, and easy to complete.

Disclosure notices

Get notified by email when new disclosures are available online.

Electronic deposit forms

Get back the time you would have spent scanning and mailing hard copies with new deposit submission e-forms.

IMPROVED PROCESS

Incoming transfers

Transfer assets with ease with more intuitive incoming transfer e-forms.

Investments

Upload documents and manage your investments directly within the portal, instead of on a separate screen.

A one-stop-shop for tools to help you achieve your 2022 investing goals.

Visit Your Portal

Don’t miss an important date and stay on track with your investment goals with our 2022 Tax Calendar:

Download Now

NOTE: This material is meant as informational only. As such, any information contained herein is not meant as and should not be construed as any type of advice from Provident Trust Group, LLC, as Provident Trust Group, LLC is a non-discretionary, passive, directed custodian who does not advise or solicit. Please consult your tax advisor, attorney, or other qualified professional for any advice you may require.