We are pleased to introduce an enhanced Trust Account Portal for our trust clients, available starting March XX, 2025. This powerful platform offers exclusive insights, detailed account information, an interactive investment dashboard, and a secure document vault, all accessible from any device for a seamless connection to your financial world.
With your personalized portal, you'll have an at-a-glance view of key account details, a dynamic snapshot of your entire portfolio, and the ability to securely track and share important financial and legal documents. Plus, you'll receive insightful guidance to keep you informed, empowered, and in sync with your advisory team.
How can you get started? Click here.
Helpful Resources:
- Getting Started - Activation One-Pager
- In-Depth Look - Experience Guide
- Video Tutorial