Advisors Portal | American Trust

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 *

EMAIL *

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

See details on Account Terms and Conditions

Account Terms and Conditions

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

To evaluate American Trust Company 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 your existing American Trust clients.

Access Prohibited to American Trust Competitors

By accepting these terms and conditions, you agree that you are NOT employed by or operate on behalf of a competitor of American Trust Company 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 American 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, then American Trust is entitled to pursue legal action.