SanCap Group is the holding company for The Sanibel Captiva Trust Company and its divisions of The Naples Trust Company and The Tampa Bay Trust Company.
We are the largest independent trust company in Southwest Florida providing family office and wealth management services, including investment management, trust administration and financial counsel to high net worth individuals, families, businesses, foundations and endowments. Founded in 2001 as a state-chartered independent trust company, the firm is focused on wealth management services that are absolute-return oriented and performance driven.
This app provides our clients with seamless access to their online wealth management account portal allowing you to view accounts, track market activity and portfolio movement, review documents, see the latest alerts and much more.
If you already access your accounts online, download the app and log into your accounts as you normally would.
VISION: To be the best independent wealth management firm that is the first choice for clients, employees, shareholders and professional advisors.
STAY CURRENT BY VIEWING

* Account performance with daily balances and activity
* Current holdings
* Investment statements
* Tax and other important relationship documents
* Capital flows with income and expenses
* Financial plan summary
* Company quarterly publication
* Trending economic news

Requirements:
Compatible with iOS 10.0 or later. Compatible with iPhone, iPad and iPod touch.
Android compatible with versions 4.0.3 and up

Important Information:
Pending activity is provisional and may be modified as it is further processed and verified. There is no charge from SanCap Group Inc. to install this app, however message and data rates may be charged by your communications service provider. NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE.

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