MyMT Client Portal
CONSULTANT PORTAL
MyMT Consultant Portal
OVERVIEW
On the dashboard, you can view a summary of the general policy information along with the account value.
By clicking on “Transactions,” you will find the details of your payments. On this page, you can copy or download the transactions and their corresponding details.
By clicking on “Account Information,” you will find tabs that display all information about your contract, including general information, trustee details, contribution details, status, payment due date, and beneficiaries.
In the Documents section, you can review and download important documents related to your account, including your application.
In the Change Requests section, you can view previously submitted requests and track the status of each one. Here, you can also create new requests to make changes to the policy, such as modifying beneficiaries and assigning strategies.