How to navigate recent wealth management portal updates

Changes are coming to your wealth management client portal, and they’ll go into effect on Saturday, October 31, 2026. To keep you informed, we’ve compiled a list of what to expect from these changes below, plus some frequently asked questions — take a look! 

Home page improvements

The redesigned Home page gives you immediate access to:

• Account balances
• Portfolio overview
• Important announcements and news
• Quick links, resources, and contact information

Enhanced account summary

The updated portal provides a more comprehensive account overview by including:

• New summary cards including unrealized and realized gains/losses
• Account changes for the prior 12 months
• Top holdings
• Summary of transaction activity
• Easily viewable account statements
• A new Summary menu that allows you to select, expand, download, and reorder report snapshots

A new gain/loss report

This new account report will contain your realized gain/loss information grouped by short-term or long-term gains/losses.

Frequently asked questions

Q: Is the URL changing for the website?
A: No, the URL used to access your account will not change — it will remain https://icp.infovisa.com/UBT0.

Q: Is my username or password going to change?
A: No, you’ll still use your existing username and password to access your account.

Q: How can I view my accounts?
A: To view individual accounts, use the Accounts menu, or click Account Name from the home page.

Q: Where are the dashboards located?
A: Dashboards are now located within the Summary menu.

Q: Will my column selections change on the Account Reports?
A: No, any selected columns will remain after the update.

We’re here to help

Still have questions regarding these changes? Reach out to your UBT Wealth Management professional for more information, or get in touch with one of our experts today.