TruStage Wealth Management Solution Advisors

Our systems are down as we are investigating a recent cybersecurity attack. We apologize for any inconvenience. Teams are working on a resolution and activating business resiliency plans. Learn more

TruStage® continues to make progress in its recovery and restoration efforts following the cybersecurity attack identified on July 11. Given the broad impact across our network and systems, we are rebuilding portions of our infrastructure to ensure services are restored safely and securely. This deliberate approach helps protect employees, partners, members, customers, and the organization as we bring systems and applications back online. We value your partnership and appreciate your patience. Please see below for further information.

Current status

Status: Investigating
Last Updated: August 7, 2026 | 11:42 AM CT

Customers may experience difficulty accessing account information, completing transactions or submitting requests online.

Our commitment

We take the security of our systems and the information entrusted to us seriously.
Our priority is to restore systems in a safe, secure and responsible manner.
As we learn more, we will provide additional updates as appropriate.

What you should know

The TruStage Wealth Management Solutions Financial Advisors can support members through their access with LPL. They can sell and service all products except for TruStage Annuities. The advisors currently do not have the ability to access Salesforce for client specific notes. Annuity forms can be accessed here.

Advisors and CUs can access Salesforce through a direct login. Please work with your assigned Advisor Manager Specialist or Regional Program Consultant for specific instructions.
TruStage Wealth Management Solutions will be communicating updates on a regular basis that we believe are important to support our advisors and credit union programs as such updates become available. Note: other areas of TruStage will also be communicating updates separately from TruStage Wealth Management Solutions that may also be provided to our advisors and credit union programs.
We have now enabled an online option for clients to submit partial withdrawal and surrender requests. Contract owners may request cash withdrawals or surrenders by completing the form available here and submitting it to us using the instructions provided. We continue to work diligently to restore full functionality. Details will be posted on this website as we continue to expand available services and update contact information. Please note that processing times may still be delayed due to manual processing requirements and current system limitations.
TruStage Wealth Management Solutions paid managed and dual advisors as regularly scheduled. Compensation was estimated for the managed advisors on the average of the last six pay periods, and for dual advisors, TruStage Wealth Management Solutions paid the credit unions the average of the last six pay periods for the first half of July to be paid by the CU.
TruStage Wealth Management Solutions paid managed and dual advisors as regularly scheduled. Compensation paid to managed advisors and for dual advisors, TruStage Wealth Management Solutions paid the credit unions the same amount as was paid in the first half of July: which was the average of the last six pay periods earned prior to July.
Because this was a particularly broad attack on our network and systems, we rebuilt parts of our infrastructure. We are now bringing systems and applications back online and anticipate that the majority of key processes will be operational by mid-August.
The investigation remains ongoing, and it would be premature to share conclusions until that work is complete.
Because notification requirements can depend on your specific relationship with your customers, applicable laws and regulations, and your own policies, we recommend that you consult with your legal, compliance and risk teams.

At this stage, it would be premature to draw conclusions about the scope or impact of the incident.
The NCUA is aware of this event. If your credit union determines it is a reportable event to the NCUA, the NCUA has informed us that it is sufficient to call or email the NCUA, provide your credit union name and inform them that you are reporting regarding the TruStage cybersecurity event. You can call the NCUA at 1-833-CYBERCU (1-833-292-3728) and leave a voicemail or email at cybercu@ncua.gov to accomplish that report.