personal investments / personal investments online services
Personal Investments Online Services
With the latest technology, you and your wealth advisor gain an even deeper understanding of your entire financial picture across all types of investment accounts.
Wealth Connect
Take control of your financial future.
Wealth Connect is a collaborative financial planning tool that features advanced forecasting capabilities. With an intuitive interface, powerful integrations and multiple planning options, you can:
- Forecast to ensure you're on target for goals
- Aggregate all your financial accounts in one place
- Monitor your daily financial progress
- Access your accounts 24/7
Invest Online
Stay connected to your brokerage and managed accounts.
Invest Online allows you to easily access and manage all of your Frost brokerage and managed accounts* in one place. Here are just a few things you can do:
- Access your accounts and receive real-time order status updates
- Gain insight into market events including profile reports, dynamic analytics and economic overviews
- Instant trading access on brokerage accounts
- Move cash between your brokerage and bank accounts
- Access account history
TrustReporter Powered by Frost
A secure and easy-to-use tool connecting you to your investment and trust account information.
TrustReporter allows you to securely view, print and download your investment and trust account information online.** This system offers the ability to:
- Get an overview of your full portfolio or specific holdings
- See beginning to ending market values
- View allocation percentages
- Search and monitor your transactions
- View your tax lots
- Access your account statements
To sign up for any Personal Investments Online Services, contact your Frost wealth advisor.
Let’s start building your financial plan together. There’s no pressure, no obligation and no charge to you.