Get a full view of your personal financial position anytime, anywhere

FEATURES:
• View all of your finances, including your investment, bank and credit card accounts
• Monitor daily activity in each account and on a consolidated basis
• View your entire portfolio, including current holdings and recent transactions*
• Store financial documents in a secure digital vault and give access to those who need it
• Share with other trusted advisors and family members for true collaboration and smarter decisions
• Use the app dashboard to track trends and manage cash flow

With secure daily access to all your accounts, and the trusted financial advice of your Cambridge Trust wealth manager, together we can create a financial life that fits your real life.
*Data as of previous day’s close