MyMT Client Portal

Overview

Dashboard

On the dashboard, you can view a summary of the general policy information along with the account value.

Dashboard screen showing account summary

Transactions

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.

Transactions screen showing payment details

Account Information

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.

Account Information screen showing contract details

Documentation

In the Documents section, you can review and download important documents related to your account, including your application.

Documents screen showing important account documents

Change Request

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..

Change Request screen showing submitted requests