Now Live: The New Fiduciary Trust Online Experience

An Intuitive and More Comprehensive View of Your Financial Information, Online, Anytime

Enroll Today:

Increased Access and Security

Key Features

  • Improved overall digital client experience
  • Access your account anywhere from any device
  • Instant access to account details and statements
  • Self-service password reset process

Your Financial Information in a Single View

Key Features

  • Summarized information for all your accounts on a single dashboard
  • View your account value and unrealized gain/loss
  • Asset allocation overview
  • View the market value of your accounts over time

Detailed Holdings Information

Key Features

  • Asset class detail for single accounts, a summary of all accounts or specified groups
  • Sector breakdown
  • Individual holdings detail
  • Tax lot information
  • Ability to safely download account data

Comprehensive Reporting

Key Features

  • Realized gain/loss tracking
  • Access to account statements and historical transactions
  • Performance summaries

Personal Service from YOUR Dedicated PORTFOLIO MANAGEMENT Team

Key Features

  • Direct access to your dedicated Portfolio Management Team (8am-5pm ET)
  • Contact information available directly from the portal
  • Message your advisor from directly within the portal