Summer has officially arrived, and we hope that means it is time for a well-deserved vacation! From a few days camping to a week-long adventure out of the country, COLOTRUST has you covered.
COLOTRUST MYACCESS is the secure, online transaction portal that allows you to execute transactions, access account information, and generate detailed reports. But did you know that COLOTRUST Participants are able to schedule transactions in advance through MYACCESS? This means you can maximize the earning potential on your investments while putting your toes in the sand!
Entering orders online for future dates ensures the funds are released without delay, even when you are out of the office. Via MYACCESS, enter future dated orders using the Order Entry tab. All you have to do is enter the date(s) you would like the transaction(s) to be initiated and COLOTRUST will take care of the rest!
Funds can be sent to your local bank via wire or ACH and can be pulled directly via ACH as long as you have banking instructions on file. Upcoming orders can always be viewed in the Pending Orders tab.
For more information about scheduling transactions in advance, please contact our Client Service Team. Enjoy your summer!