BTW Company Client Portal

Finance

Free · Designed for iPad. Not verified for macOS.

Boston Trust Walden Company offers an online portal where clients can view up-to-date account information and documents. Note the mobile view of the portal may provide less information than is available on the desktop version. An online portal has many benefits, allowing you the ability to: - securely and conveniently access your account information online - view up-to-date account information, such as market value, positions, and transactions - read statements and other important documents - receive your reports sooner than you would by mail If you would like to sign up for the portal, please email clientportal@bostontrustwalden.com

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Security updates

The developer, Boston Trust Walden Company, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary based, for example, on the features you use or your age. Learn More

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Provider
    • Boston Trust Walden Company
    Size
    • 65.4 MB
    Category
    • Finance
    Compatibility
    Requires iOS 17.0 or later.
    • iPhone
      Requires iOS 17.0 or later.
    • iPad
      Requires iPadOS 17.0 or later.
    • Mac
      Requires macOS 14.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Age Rating
    4+
    Copyright
    • © 2024 Boston Trust Walden Company