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 email@example.com
- Integration of intra-day pricing
- Login screen changes and bug fixes
- Other small bug fixes
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With Family Sharing set up, up to six family members can use this app.