Diocesan
Investment Trust
Financial Information from the Diocese of Los Angeles
Frequently
Asked
Questions

What is available on the Trust’s secure web site?

The Trust’s record keeper, NRS, provides authorized individuals a PDF formatted, monthly account statement. The statement is identical to the hard copy statement mailed to the shareholder.

Who can access the secure web site?

Each shareholder may request and receive a Web Account Name and password by completing the application and forwarding it to NRS. For instance, the parish of St. Andrew may request and receive a Web Account Name and password. In turn, the parish of St. Andrew may give both the bookkeeper and treasurer access to the shareholder’s web account information.

What is the Web Account Name?

By convention, the Web Account Name is the e-mail of record for the shareholder. Often, the shareholder provides NRS with a Web Account Name like:
treasurer@standrew.org.  The benefit of selecting such a name becomes clear when there is a change in leadership. The account name stays the same even when the position of treasurer moves from person to person. Alternatively, the shareholder provides NRS with an account name like: marysmith@aol.com. Later, when the treasurer’s responsibility is passed to a new person, the shareholder changes the Web Account Name and NRS assigns a new password.

Can multiple people use the same Web Account Name and password?

Authorization to access a shareholder’s monthly records is at the parish or institution level. A shareholder may give the Web Account Name and password to more than one person. Remember: this web site provides read-only data.

Can I change my Web Account Name? My password?

Yes! To request a new Web Account Name, simply fill out the Web Account Application
, sign and mail it to NRS. NRS will return to the shareholder address of record a new Web Account Name and password via the U.S. Postal Service. To change your password, simply go to your web account page and create a new password.

What if I forget my password?

Send NRS a request for the password at pschaetzl@nrstpa.com
. NRS will send the password to the shareholder address of record via the U.S. Postal Service.

How can I find help?

Help is just a click or call away.
 

Kenneth G.Y. Grant, Senior Vice President
NRS

kgrant@nrstpa.com
781.970.5017
Ted Forbath, Director of Finance
The Diocese of Los Angeles

finance@ladiocese.org
213.482.2040

 

 

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