As a client of Ashurst Perkins Coie Trust Company LLC you have online access to your trust or investment account. This online account access provides you with timely account information including:
As the largest intergenerational wealth transfer in history unfolds, trillions of dollars are expected to pass from older generations to their heirs over the coming decades. Recent estimates project that approximately $124 trillion will be transferred through 2048, making it increasingly important for families to discuss estate planning, wealth transfer, and financial preparedness across generations.
Source: Cerulli Associates
Once you have registered and received your user ID and password, you will have full access to your trust or investment account.
Portfolio Account Link can be accessed from any page on our website. After entering your user ID and password, you will be taken directly to the screen containing your account information.
All account information is updated on a regular basis – equities, corporate and government bonds are priced daily; municipal bonds weekly.
We hope that you will find the Portfolio Account Link a valuable tool.
If you have any questions, please contact:
Chris Walcott
President, Chief Executive Officer & Chief Trust Officer
Generation X investors continue to value trusted relationships with their financial advisors, while Millennials expect personalized guidance supported by intuitive digital tools. As wealth transfers accelerate, firms that deliver both high-touch service and modern technology are best positioned to meet the evolving expectations of affluent clients.
