Planning a Vacation? Schedule Transactions in Advance 

Vacation? Schedule Transactions in Advance
Summer is finally here and hopefully that means it is time for a well-deserved vacation. Whether you are camping for a few days, out of the country for a week, or simply enjoying a day off, COLOTRUST has you covered. As you may already know, MYACCESS is the secure, online transaction portal for all COLOTRUST Participants. Through MYACCESS, you can:

  1. Execute transactions
  2. Access account information
  3. Generate detailed reports
  4. Schedule transactions in advance

Entering orders online for future dates ensures the funds are released without delay, even if you are out of the office. Via MYACCESS, enter future dated orders using the Order Entry tab. Simply enter the date you would like the transaction to be initiated and COLOTRUST will take care of the rest. COLOTRUST can send funds to your local bank via ACH or wire and can pull funds directly via ACH as long as you have banking instructions on file. Upcoming orders can always be viewed in the Pending Orders tab.

If you’d like to learn more about scheduling transactions in advance, contact our Client Service Team. Enjoy your summer!

Data unaudited. Many factors affect performance including changes in market conditions and interest rates and in response to other economic, political, or financial developments. Investment involves risk, including the possible loss of principal. No assurance can be given that the performance objectives of a given strategy will be achieved. All comments and discussions presented are purely based on opinion and assumptions, not fact. These assumptions may or may not be correct based on foreseen and unforeseen events. The information presented should not be used in making any investment decisions. This material is not a recommendation to buy, sell, implement, or change any securities or investment strategy, function, or process. Any financial and/or investment decision should be made only after considerable research, consideration, and involvement with an experienced professional engaged for the specific purpose. Past performance is no guarantee of future results. Any financial and/or investment decision may incur losses.