Wispact and our Board of Directors have a new Trustee - Capital First Trust Company and True Link Financial - to provide accounting and investment services in January 2020.
We will have a new account portal starting in second week of February. The information here is provided as a historical archive and is not being updated.
At any time, please contact your Beneficiary Specialist with inquiries about trust balances and other account information.
For more information about our new Trustee, see https://www.wispact.org/tec/.
Pooled Trust Annual Investment Performance - Click here to view the Annual Pooled Performance
2019 Q1 Investment Performance Summary - Click here to view the Annual Pooled Performance
Welcome to the Wispact online portal. This portal gives users secure online access to their trust account information. Users can access their account to view contribution history, distribution status, distribution history, account portfolio information, statements and tax documents.
To login to the Wispact online portal, please enter your username and password that has been emailed to you. Please note the password is case sensitive. First time users will be asked to change their password and select a security question upon logging in.
Wispact Beneficiaries: Are you concerned about how you are going to pay bills when your trust runs out? Call John Shaw, Retained Fund Grant Manager, to find out how to qualify for a grant to pay for some of your expenses. For more information, click here.
Wispact’s mission is to improve the lives of people of all ages with disabilities across Wisconsin through the management of special needs trusts to provide more choice, more opportunities, and a better quality of life.
