TrustBank ProsperityPortal против Karpus Использование & Stats

The TrustBank ProsperityPortal app has been exclusively designed for TrustBank Clients to make your financial life simple and secure. With convenient access to over 20,000 financial institutions, the app provides a complete data aggregation engine with the power to bring all of your assets and liabilities into one secure platform. STAY CONNECTED WITH YOUR TRUST OFFICER By working with your Trust Officer, you can have real-time conversations to manage your financial life and ensure that you're always tracking your financial goals. MANAGE YOUR INVESTMENTS FROM ANYWHERE AT ANY TIME View your personal balance sheet and see the most recent trades and transactions on all of your accounts, current portfolio holdings, as well as leverage the ability to update your information on the go. The Trust Bank ProsperityPortal dashboard provides data updates daily to track trends and manage your cash flow. ADDITIONAL FEATURES -View your entire portfolio in real-time -Enjoy simplified reporting and access -Multi-generational wealth views, which allow you to view your family's financial data across generations. -Fully integrated with leading financial planning systems to provide you with comprehensive financial insights. -Ability to store financial documents in a secure digital vault. -Shareable with your financial advisor, accountants, lawyers, and family members. The TrustBank ProsperityPortal app connects to US and international financial institutions, with all reporting available in local currencies. TrustBank takes the security of your financial information seriously and employs robust measures to keep your data safe. IT'S EASY TO GET STARTED Contact your Trust Officer today. Your Trust Officer can assist you with the aggregation set-up and onboarding process. You may be charged access fees from your wireless service provider depending on your mobile device. Please check with your wireless service provider for details on specific fees and charges. IMPORTANT NOTICE TrustBank™ is a trademark of Rich Land Bancorp, Inc. and is registered in the States of Illinois #084194 and Arizona #50890. NMLS# 462232. Investment products are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. Mobile carrier data charges may apply. Please check with your wireless service provider for details on specific fees and charges.