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Charitable Giving

Portfolio Link

For Mennonite Foundation (an Affiliate of Everence) and Everence Trust Company

Our Portfolio Link allows you to check your account information online. Once you’ve completed the enrollment process, you can login to your account anytime, anywhere.

Everence Portfolio Link account services

Through the Portfolio Link you can review detailed portfolio information including:

  • Portfolio Summary, including
  • Current Holdings
  • Transaction Activity
  • Account Summary
  • Investment Details (including ticker symbols and CUSIP numbers)
  • Tax lot listings

In addition, you can specify the transaction history period as well as download data for financial reports for presentations. Under e-statements, performance reporting and account statement information is available in a PDF format. Portfolio Link is quick and intuitive to use, and all information is protected by your personalized login ID and password, which is used to access the application.

To enroll

Complete and submit the enrollment form including the signature of the primary account holder. It generally takes seven to 10 business days after receipt of the form to have your Portfolio Link account activated. Questions may be directed to your Everence Trust Company or Mennonite Foundation account representative.

Notices

Although precaution has been taken to ensure information is transmitted safely and securely, we do not guarantee or warrant the privacy or security of information on the Internet. Account information via Portfolio Link is for inquiry purposes only. While information cannot be altered, it can be downloaded for financial reports and presentations.

Questions regarding your account summary, transactions, or investment allocations should be directed to your Everence Trust Company or Mennonite Foundation account representative. For more information on Portfolio Link, view our Frequently Asked Questions (FAQ) page