Click on the following links to directly access ITAP account information.
Charles Schwab — Client Access
Click “New User?” in the login box on the Schwab website to begin or call the Alliance Team at 1-800-515-2157 for assistance.
|Charles Schwab — Representative Access||Trouble logging in? Call the Charles Schwab Technical Client Services team at 1-800-647-5465.|
|Trust Company of America (TCA)- TCA Liberty||Use your or your client’s account number as the “User Name.” Use your or your client’s Social Security Number without dashes as the initial password. The password can be changed after initial login.|
|Trust Company of America||Sign in with the appropriate user name and password.|
ICON Funds account information can be accessed multiple ways:
Click here or contact the Vision Support Group at 1-800-435-4112 for assistance.
|Direct Shareholders||Click here to access your account online or call ICON Funds Automated Telephone Service at 1-800-764-0442.|
|Clients with a financial adviser or broker/dealer||Contact your adviser or broker/dealer directly for access to your account data.|