myTailoredWealth

Your true wealth partner — anywhere, anytime. 

For Trustmark Tailored Wealth customers, myTailored WealthSM offers a robust way to interact with your account information — check trades, view investment strategies, view performance reports, and more. Not a current Tailored Wealth customer? Learn more here about our comprehensive, customized services designed to help you pursue your unique financial goals. 
 
 
 

Convenient app. Trustworthy team.

Our team of relationship and portfolio managers gives you the freedom to live more confidently knowing your investments are being managed to help pursue your specific goals. And the app puts all this and more right in your pocket. 
 

Invest with confidence. 

Trustmark Tailored Wealth is your true financial partner, offering professional guidance to formulate tailored strategies to help you pursue your unique financial goals for the accumulation, preservation, and transfer of your wealth. With the app, you'll be able to see stock prices in real time, check trades, view monthly performance statements, and more — anywhere, anytime. 
 

Not just for individuals.

From custodial trust to employee retirement planning and other business services, corporations can use the myTailoredWealth app to help work toward their goals.

With myTailoredWealth you'll enjoy many new features and benefits, such as:

  • A modern look and feel through the website

  • A user-friendly account dashboard

  • Expanded investment portfolio information 

  • Mobile account access on Apple® devices 

  • Electronic delivery of monthly statements

  • Self-service password resets

 

Technology backed by people you trust

The myTailoredWealth app is backed by a team of skilled professionals who are knowledgable, dependable, and experienced in their field. That's the power of Trustmark Tailored Wealth. 

Existing Customers

Login to your myTailoredWealth account here.

Available now on iOS devices
Download the myTailoredWealth app now for on-the-go access to your personalized account management.