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The Coastline Trust Company app allows you to access and track your investment account(s) from anywhere. With the app’s simple navigation, you can easily monitor and stay connected to your investment account(s) anytime. In just a few clicks you can access your holdings, asset allocations, and transactions. In addition, the app’s capabilities include:
- A dashboard summarizing your investment account(s), market value, and how your money is invested
- Graphics illustrating the value of your investments over time
- Landscape views for more detailed views of your account(s)
You must currently have access to the online portal to be able to use this application. For assistance in registering, please contact your Financial Advisor or Relationship Manager.