Whittier Trust - CA

Features Whittier Trust - CA

Convenient and secure access to your trust and investment information wherever you are with the Whittier Trust 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.