Fiduciary Portal

The Trustee Portal is a simple and efficient communication tool between your trustee and you. The portal works as a mobile app or as a web-based solution on your PC. Your advantages:

Reduce your paperwork: photograph documents for your trustee with your cell phone to increase the efficiency of you and your trustee.

24/7 access to your documents: Need your latest financial statement and tax return for a bank appointment tomorrow? No problem - open the app and access your documents.

Your information is kept highly secure. Access to the app is only possible by entering your credentials or with biometric authentication (FaceID).