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What is the COLOTRUST Online Transaction Portal?
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The COLOTRUST Transaction Portal is a secure, Internet-based transaction system that allows registered COLOTRUST Participants to self-manage their COLOTRUST investments. The portal is available 24/7, 365 days a year
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What functions can the COLOTRUST Online Transaction Portal perform?
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The COLOTRUST Onle Transaction Portal allows Participants to make contributions, withdrawals, and transfers between subaccounts as well as to other approved COLOTRUST Participants. Users can pre-date important transactions, ensuring that they are handled reliably and avoiding unfortunate timing issues or cash access emergencies. The portal also allows for dual approval of transactions.
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What about reporting features?
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Reporting features available in the COLOTRUST Online Transaction Portal include access to monthly statements, transaction confirmations, and details highlighting past, present, and future dated transactions
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How does a new COLOTRUST Participant receive login credentials?
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All Participants will receive login credentials upon the establishment of their account via email. If you do not currently have your online credentials, please reach out to Client Services at (877) 311-0219 or email clientservices@colotrust.com
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How quickly can I expect to receive login credentials?
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In most cases, login credentials will be distributed on the same day as the request; otherwise, credentials will be available on the following business day.
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How does an existing COLOTRUST Participant change or update their login credentials?
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Participants can change their passwords by visiting the COLOTRUST Online Transaction Portal and following the instructions for resetting your password. Once logged in, Participants can also update their password by selecting My Account in the upper right-hand corner. Usernames cannot be changed. Should you run into difficulties, the Client Service team is happy to assist.
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How do I update the phone number used for two-factor authentication via text message?
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Once logged in, Participants can update their phone number by selecting My Account in the upper right-hand corner of the COLOTRUST Online Transaction Portal.
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Can I share my online account with another person at my entity?
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No; for your security, everyone will be required to have their own online user account that is tied to a unique email address. We do not allow multiple contacts to use the same email address.