The Trust Company mobile app provides clients with secure, convenient access to their accounts anytime, anywhere.
With the app, you can:
- View account balances and portfolio details in real time
- Monitor investment performance and track progress toward your goals
- Access key documents, reports, and statements
- Stay connected with your advisor team at The Trust Company
Our team of professionals provides comprehensive wealth management and trust administration services, combining investment expertise with personalized financial planning. This app extends that commitment, giving you the ability to stay connected to your financial picture wherever you are.
Requirements:
The Trust Company mobile app is available only to clients of The Trust Company. To use the app, you must have an active client relationship and login credentials provided by our team. If you are an existing client and need assistance with access, please contact your client service team directly. If you are not yet a client but would like to learn more about our services, please visit https://thetrustco.com or give us a call at 800-285-7878.