As a client of Perkins Coie Trust Company you have online access to your trust or investment account. This online account access provides you with timely account information including:
Strong cyber hygiene development and practice includes; the implementation of robust passwords, and the security of devices especially when travelling. Determine if encryption for phones, laptops and smart devices may be needed. Also, remember utilize detection software for protection from spear-phishing (an email fraud attempt targeting confidential information) and malware (software intended to damage or disable systems).
Seventy-six percent of wealthy Generation X clients are satisfied with their financial professional. Fifty-four percent of millennials are likely to move their assets if their provider lacks the digital tools they desire.
Source: Cerulli Associates
Portfolio Account Link can be accessed from any page on our website. After entering your user ID and password, you will be taken directly to the screen containing your account information.
All account information is updated on a regular basis – equities, corporate and government bonds are priced daily; municipal bonds weekly.
We hope that you will find the Portfolio Account Link a valuable tool.
If you have any questions, please contact:
Strong cyber hygiene development and practice includes; the implementation of robust passwords, and the security of devices especially when travelling. Determine if encryption for phones, laptops and smart devices may be needed. Also, remember utilize detection software for protection from spear-phishing (an email fraud attempt targeting confidential information) and malware (software intended to damage or disable systems).
Seventy-six percent of wealthy Generation X clients are satisfied with their financial professional. Fifty-four percent of millennials are likely to move their assets if their provider lacks the digital tools they desire.
Source: Cerulli Associates