BTW Company Client Portal 4+

Boston Trust Walden Company

Designed for iPad

    • 5.0 • 2 Ratings
    • Free

Screenshots

Description

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

What’s New

Version 1.7

Updated for performance and user experience

Ratings and Reviews

5.0 out of 5
2 Ratings

2 Ratings

App Privacy

The developer, Boston Trust Walden Company, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

You Might Also Like

Westwood Private Wealth
Finance
Fiduciary Trust Account Access
Finance
Lone Pine Capital Mobile
Finance
Evercore Wealth & Trust
Finance
Panhandle Ins
Finance
GlenmedeConnect
Finance