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.

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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

Log in to Wealth Connect »

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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

Log in to Invest Online »

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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

Log in to TrustReporter »

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MineralWare Powered by Frost

Drill into the details of your mineral assets.

With our mineral asset management services, we offer a dynamic mineral management software, MineralWare powered by Frost, offering increased visibility into your mineral assets.

  • Track your mapped assets and associated deed and lease documents all in one place with the Geographic Information System (GIS)
  • See activity on acreage surrounding your mineral assets
  • Link to the Texas Railroad Commission website for permits, plats, completion information and production details
  • View the U.S. Lease Price Report by county

Log in to MineralWare »

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.