BTW Company Client Portal

iOS Universel / Finance

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

Quoi de neuf dans la dernière version ?

**What’s New in the Latest Update:**


- Revamped Interface: Dive into a more modern and simplified design for easier navigation and an improved user experience.
- Mobile Optimization: Access a fuller range of features with an enhanced mobile view, making your experience seamless across all devices.
- Document Access: Quickly find and view financial documents with our upgraded viewer, designed for convenience.
- Performance Enhancements: Enjoy quicker access to your account details with improved app responsiveness.
- Security Enhancements: Benefit from the latest in security updates for safe, worry-free access to your account information.