WealthTrac im Vergleich zu Whittier Trust CA Nutzung und Statistiken

Convenient and secure access to your trust and investment information wherever you are with the Whittier Trust Mobile App. The app provides a snapshot of your total wealth, making it easy for you to share information with your trusted advisor, making informed financial decisions based on your goals. - Key features include: - A secure environment, protecting your information. - Access to your financial information in a clear and simple format. - Use of your fingerprint as a convenient and secure way to sign in. - A snapshot of your total portfolio on an aggregated basis or by individual account. - Detailed holdings information. - Recent trade activity and transactions.