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The Everence Foundation and Everence Trust Company's portfolio link allows you to check your account information online. Once you have completed the enrollment process, you can log in to your account anytime, anywhere.
Overview
Everence Portfolio Link account services
Through the Portfolio Link, you can review detailed portfolio information, including:
Portfolio activity summary
Portfolio allocation
Performance
Current holdings
Transaction activity
Projected income
Account summary
In addition, you can specify the transaction history period, as well as export data for financial reports for presentations. Portfolio Link is quick and intuitive to use, and all information is protected by your username and password, which is used to access My Everence.
Enroll
How to enroll for your Portfolio Link
Complete and submit the enrollment form, including the signature of the primary account holder. It generally takes 3 to 5 business days after receipt of the form to have your Portfolio Link account activated. Questions may be directed to your Everence Trust Company or Everence Foundation account representative.
For Individuals
After enrolling for the Portfolio Link, you need to register for My Everence, which will provide you with easy and fast access to all of your Everence accounts, including Portfolio Link.
For institutions, financial advisors, and trustees
After enrolling for Portfolio Link, if you’re requesting online account access for the first time, select the registration link and fill out the Navigate Everence Enrollment form.
FAQ
Frequently asked questions
What kind of information can I get through Portfolio Link?
Portfolio Link allows you to access your account information anytime, anywhere. Using a web browser, you can view easy to understand high-level portfolio information, as well as drill down to greater levels of detail:
Portfolio activity summary
Portfolio allocation
Performance
Current holdings
Transaction activity
Projected income
In addition, you can specify the transaction history period as well as export data for financial reports or presentations.
Portfolio Link is quick and intuitive to use, and all information is protected by your username and password, which is used to access My Everence.
Where can I find account documents?
Access account documents in My Everence. When you log in to My Everence, select "Library" in the top menu, then select "Documents."
How do I sign up for Portfolio Link? How long does it take?
Enrollment is simple. Complete and submit the enrollment form, being sure to include the signature of the primary account holder. It generally takes three to five business days after receipt of the form to have your Portfolio Link account activated. Questions may be directed to your Everence Trust Company or Everence Foundation account representative.
Where do I login to Portfolio Link? Can I bookmark Portfolio Link?
For individuals: Go to My Everence to login to your account. If you haven’t already done so, register for My Everence, which will provide you with easy and fast access to all of your Everence accounts, including Portfolio Link.
For institutions, financial advisors, and trustees: You can access Portfolio Link by visiting organizations.everence.com. If you’re requesting online account access for the first time, select the registration link and fill out the My Everence for Organizations Enrollment form.
What if I forget my user name and/or password and lock myself out of the system?
See the instructions for “I forgot my user name” or “I forgot my password” on the My Everence login page that you used to access the Portfolio Link application.
Can I have access to all of my accounts through Portfolio Link?
In Portfolio Link, you may access multiple Everence Trust Company and Everence Foundation, accounts by selecting them from a drop-down list. When you apply for Portfolio Link, you will be asked to list all the accounts you wish to access. For institutional accounts, you may be provided with more than one login based on your relationship with each entity.
How do I choose a different account?
A list of accounts will be displayed when you enter Portfolio Link. Select Portfolio in the menu, then select Dashboard where you will see details of the first account in the list. Select Switch Link, then select the Account radio button to select a particular account.
How often is my account information updated?
Account information is updated every business day between the hours of 10 a.m. and noon. (Eastern Time).
Who do I contact if I have questions about how my account looks in Portfolio Link?
Questions regarding your account summary, transactions, or investment allocations should be directed to your Everence Trust Company or Everence Foundation account representative.
Can I export data from Portfolio Link?
Portfolio Link allows you to save report data in an Excel format. The Export link displays when information can be exported to Excel in .csv format.
Notices
Although precaution has been taken to ensure information is transmitted safely and securely, we do not guarantee or warrant the privacy or security of information on the Internet. Account information via Portfolio Link is for inquiry purposes only. While information cannot be altered, it can be downloaded for financial reports and presentations.
Questions regarding your account summary, transactions, or investment allocations should be directed to your Everence Trust Company or Everence Foundation account representative.
