Client Login
Covenant Trust uses InnoVue, a secure third-party site to give our clients access to their account information online.
If you have any questions, please refer to the Client Login User Guide below or give us a call.
NEED HELP?
Need help logging in? Check out the Client Login User Guide or give us a call.
Michael Magnusson
847-583-3252
onlinesupport@covenanttrust.com
Client Login User Guide
- To access our client login page, visit covenanttrust.com and click on “Client Login.”
- Before entering your username, click on the check box next to “I am using a private machine” located right above the Username field (we recommend using a private device such as your personal computer and not a public device such as a library computer). Then enter your Username, Password and click the “Log On” button.
- The first time you log in, you will see a Disclosure and Agreement screen. After you’ve read the Agreement, click the “Accept and Proceed” button to accept the terms of the site and proceed to the next step.
- The first time you log in on a new device (e.g., computer, tablet, smartphone) or browser (Internet Explorer, Firefox, Chrome, Safari) you will be asked to confirm your login.
- Check your email for a message from onlinesupport@covenanttrust.com. If you do not see it in your inbox, check your junk/spam folder.
- Clicking on the link in the email will bring up a new browser window where you can change your password. Enter the password supplied to you under “Current Password.” Enter a new password and repeat that password in the appropriate entry fields. Passwords must be 8 to 20 characters long and include letters, numbers and special characters (e.g., ! # ? *).
- Click the “Save Changes” button. If your password is acceptable, you will see a “password changed successfully” message. You can then click on the “Home” tab in the upper-left corner to view your account information. If you signed up to receive eStatements, a pdf version of your Covenant Trust account statement will be available under the “Statements and Documents” tab. To sign up for eStatements, contact your Administrator.
Home
- “Quick Summary” is where you can find consolidated information (Total Market Value, Cash Balance, Total Unrealized Gain/Loss) for all of your Covenant Trust accounts.
- “Your Asset Allocation” is where you can find consolidated Asset Allocation information for all of your Covenant Trust accounts.
- “Accounts Summary” is where you can find the list of your Covenant Trust accounts. If you click the account number to the left, it pulls information for just that account in the “Quick Summary” and “Your Asset Allocation”.
- To pull up all accounts again, simply click the “HOME” button.
Positions
All accounts will display at the same time unless they are filtered. If you want to filter on this page, choose the account from the dropdown in the top-left corner of the page, verify your desired “as of date”, then click the blue check box to the right.
- “By Individual Assets” shows individual holdings, shares, price, market value, cost, total unrealized gain/loss and yield.
- “By Asset Class” shows the same as by individual assets, but the asset class is bolded and totaled by market value, cost and total unrealized gain/loss.
- “Export to CSV” allows you to extract positions data to an Excel spreadsheet.
Activity
- This section shows your transactions. All accounts will display at the same time unless they are filtered. If you want to filter on this page, choose the account from the dropdown in the top-left corner of the page, verify your desired time period (default is 30 days), select desired transaction type (optional) , then click the blue check box to the right.
Statements and Documents
- If you signed up to receive eStatements, a pdf version of your Covenant Trust account statement will be available under the “Statements and Documents” tab. To sign up for eStatements, contact your Administrator.
My Profile
- This section is your place to update your Innovue login
- “Email”: is the contact email needed for establishing a new device (used for multi-factor security verification).
- “Security Question”: Question can be chosen from the dropdown available (22 questions exist). Answer–this is case sensitive so please set an answer that will be easy for you to remember.
- “Security Image”: can be chosen from the dropdown available (6 images exist).
- “Security Phrase”: is just a word or phrase you can set to associate with the security image.