Whittier Trust CA 4+

Whittier Trust

Designed for iPhone

    • Free

iPhone Screenshots

Description

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.

What’s New

Version 2024.1.0502

Mobile and security updates.

App Privacy

The developer, Whittier Trust, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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