ITA Connect App Investors Trust ITA Connect App Investors Trust

ITA Connect

Introducer code required to set up account. Guest view for general company information.*

Whether you’re managing business on the go or looking to stay up to date with the latest company news and industry insights, ITA Connect is your all-in-one solution for marketing resources from Investors Trust. This mobile app was created to put the power in the hands of the user so they can easily find, save and share resources directly from their phone, on the go and anywhere.

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* The app is built exclusively for financial advisors with the goal to provide them with promotional tools and resources for convenient business management. From the Sign In page, Clients and/or visitors can select the “Continue as guest” option to view general company information.

ITA Connect is the revolutionary app for mobile marketing

Our library includes resources such as our company brochure, presentations, flyers and social posts with real-time shareability through social platforms, email, Bluetooth and more. In the Tools section, you can find your clients’ risk profile by taking our interactive quiz. We have also added new calculators for retirement, savings and education so you can help clients plan for their future. In the Fund Platform section, you can easily search for funds and access factsheets. We’ve included a Media Center section for quick access to important links and pages. The Settings can be tailored to your personal needs with the ability to find your recent activity and saved materials for convenient access to your most used resources. ITA Connect provides you with the tools you need to succeed.

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