ICON’s Tactical Allocation Portfolios (ITAPs) account information can be accessed directly using one of the links below.

  • 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.
ICON Funds account information can be accessed multiple ways: 
  • 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 1-800-828-4881.

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.


Investing in securities involves inherent risks, including the risk that you can lose the value of your investment. There is no assurance that the investment process will consistently lead to successful results.

Consider the investment objectives, risks, charges, expenses, and share classes of each ICON Fund carefully before investing. The prospectus, summary prospectus and the statement of additional information contain this and other information about the Funds; please read the prospectus, summary prospectus and the statement of additional information carefully before investing. ICON DistributorsSM, distributor

ICON Funds are offered only to U.S. citizens or residents of the U.S., and the information on this Website is intended only for such persons. Nothing on this Website should be considered a solicitation to buy or an offer to sell shares of any ICON Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

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