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Operational Agreements


The Operational Agreements available will assist you in establishing online access for:  

  • TPA-level trust system access, Access to Statements and 1099's, and access to enter Stop Payment and 1099 Correction request: (Online Service Agreement)
  • Online account access for plan sponsors and interested parties (InnoVue User Agreement)
  • The ODFI ACH agreement is here for your convenience in establishing an ACH debit process for contributions to your accounts. (ODFI ACH Debit Agreement)

Questions? Please contact Matrix Trust Company at 888-947-3472.