- View summarized account information on a single dashboard, including market value, estimated income, distributions and cash flow
- Connect your other accounts (such as bank or savings accounts) for a full view of your assets and investments
- Monitor and interact with your financial plan to see how different scenarios in your life may affect the outcome
Speak with an Advisor
Our digital platform
Track and monitor your accounts, online, anytime
Part of being a client at Fiduciary Trust International means you have full transparency into your accounts, including values, positions and performance, anytime online.
You can download our mobile app to make viewing your financial information even easier when you are on the go.
Your financial information, all in one place
Comprehensive reporting
- Access to account statements and historical transactions
- Historical tax documents, including 1099, K-1, agency and grantor letters
- Performance summaries
Your important documents, safely stored
- Store legal documents, such as your will, trust and power of attorney documents
- Upload and download files to and from your Fiduciary Trust team
