Trust Point Wealth Access provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at any time. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. The dashboard provides data updated daily to track trends and manage your cash flow.
Trust Point Wealth Access’ permissions based technology makes it easy to share info with advisors outside of Trust Point. By working with your advisor you can ensure that you’re always tracking your financial goals.
IT’S EASY TO GET STARTED
Trust Point Wealth Access is available by contacting your relationship manager at Trust Point at 800-658-9474.
KEY FEATURES:
Trust Point’s Wealth Access is designed for high net worth clients to help organize all of your balance sheet and your expenses. It includes:
View entire portfolio in real time
Simplified reporting and access
Accessible from anywhere
Client service team to assist in aggregation set-up and onboarding
Ability to store financial documents in a secure, digital vault
Shareable with Bankers, Accountants, Lawyers and Family Members
Please note all reporting will be reported in local currencies.