BTW Company Client Portal 4+

Boston Trust Walden Company

專為 iPad 設計

    • 免費

螢幕截圖

描述

Boston Trust Walden Company offers an online portal where clients can view up-to-date account information and documents. Note the mobile view of the portal may provide less information than is available on the desktop version.
An online portal has many benefits, allowing you the ability to:

- securely and conveniently access your account information online
- view up-to-date account information, such as market value, positions, and transactions
- read statements and other important documents
- receive your reports sooner than you would by mail

If you would like to sign up for the portal, please email clientportal@bostontrustwalden.com

最新功能

版本 2.1

**What’s New in the Latest Update:**


- Revamped Interface: Dive into a more modern and simplified design for easier navigation and an improved user experience.
- Mobile Optimization: Access a fuller range of features with an enhanced mobile view, making your experience seamless across all devices.
- Document Access: Quickly find and view financial documents with our upgraded viewer, designed for convenience.
- Performance Enhancements: Enjoy quicker access to your account details with improved app responsiveness.
- Security Enhancements: Benefit from the latest in security updates for safe, worry-free access to your account information.

App 私隱

開發者表明Boston Trust Walden Company的私隱慣例或包括下列資料的處理。詳情請參閱開發者的私隱政策

不收集資料

開發者不會從此 App 收集任何資料。

私隱慣例或因使用的功能或年齡等因素而異。進一步了解

你可能也喜歡

Westwood Private Wealth
理財
GlenmedeConnect
理財
Evercore Wealth & Trust
理財
ACCLOU
理財
Panhandle Ins
理財
Cresset
理財