Whether it’s details on an asset, the latest performance numbers or a past statement, you’ll find Fiduciary Trust Canada’s new online portal puts a world of information at your fingertips.

You’ll be receiving additional information about the portal in the coming weeks, with it set to launch early this fall. Dedicated to clients and advisors, here are some features:

• Access multiple accounts with ease.
• View portfolio details, including your account balance, activity, holdings and performance.
• Discover one easy spot to review current and past statements.
• Use the archive centre to securely save important documents related to your financial plans and accounts.
• Enjoy reading material designed to be transparent, engaging and current.
• Source the latest commentary from portfolio managers close to home and around the world.
• Send messages and share documents with your portfolio manager in a secure setting.
• Choose English or French for all portal content.

Fiduciary Trust Canada’s new online portal is designed to give you straightforward, streamlined access to everything you need regarding your accounts with us—making things easier for you. We’ll continue to enhance our portal while in-person meetings and phone conversations remain integral to working with your family and you. As you know, we always welcome feedback on how to improve our service.