BTW Company Client Portal

Finance

Free · Designed for iPad

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

Ratings & Reviews

  • 5.0
    out of 5
    2 Ratings

**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.

Version 2.1

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

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    • Seller
      • Boston Trust Walden Company
    • Size
      • 241.8 MB
    • Category
      • Finance
    • Compatibility
      Requires iOS 15.0 or later.
      • iPhone
        Requires iOS 15.0 or later.
      • iPad
        Requires iPadOS 15.0 or later.
      • iPod touch
        Requires iOS 15.0 or later.
      • Mac
        Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
      • Apple Vision
        Requires visionOS 1.0 or later.
    • Age Rating
      4+
    • Copyright
      • © 2024 Boston Trust Walden Company
  • Privacy Policy

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