Wealth Management Portal Information
Clients who have engaged our wealth management or fiduciary services have access to a personalized portal that allows us to collaborate with up-to-date and accurate financial information, electronic reporting and a secure storage vault.
- Electronic statements and historical reporting
- Market values, asset allocation, transaction history, and performance at the account and portfolio level
- Online vault for sharing and storing documents in conjunction with your advisory team
- Mobile account web access
If you have not yet received registration information to access your accounts on our platform, please contact your advisor or send an email to firstname.lastname@example.org.
Financial Planning Information
Available features include:
- Personal website with information from numerous custodians
- Account aggregation with budgeting
- Financial planning reports and projections
Colonial is not a depository custodian. We leverage the strength and infrastructure of major custodians to hold client assets and facilitate transactions on their behalf. As such, direct web access to your account is provided by your custodian.
Our primary institutional relationship is with Fidelity Investments.
Access to a personalized portal that allows for collaboration and up-to-date financial information.