ICON’s Tactical Allocation Portfolios (ITAPs) account information can be accessed directly using one of the links below.
ICON Funds account information can be accessed multiple ways:
- For accounts custodied at Trust Company of America, please visit: https://app.trustamerica.com/liberty/desktop/icn/
- Clients use their account number as their "User Name" and Social Security number (with no dashes) as their initial password and will be prompted to change their password after they log in to TCA Liberty.
- Charles Schwab clients can go to www.schwaballiance.com.
- Clients can click on "New User" or call the Alliance Team at 1-800-515-2157 for assistance logging in.
- Charles Schwab representatives can go to www.schwabinstitutional.com.
- Vision provides access to financial representatives only.
- Visit www.dstvision.com or contact the Vision Support Group at 1-800-435-4112 for assistance.
- Direct Shareholders of ICON Funds please click on this link to access your account online or you may call ICON Funds Automated Telephone Service at 1-800-764-0442.
- Clients with a financial adviser, please contact your adviser or Broker/Dealer directly for access to your account data.
Cannot find what you need?
If you need further assistance, please call ICON’s Operations Department
At ICON, we pride ourselves on offering the highest level of service to our clients. If you are having trouble linking to a website above or an ICON Funds account, please contact us so we may assist you.