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