Whether you wish to know when a specific transaction occurs, need to review a portfolio or view the price of a security, all account information is available to you. Cambridge Trust offers you the convenience to view an account, 24 hours a day, seven days a week, from any computer with Internet access.
With Wealth Management online service, you can:
- Access account information
- View daily prices of securities
- Get the cash balance on hand
- Review trading and transaction activity
- View tax costs and dates of acquisition
- View realized gains or losses to date
- Download account data to Excel or a format accepted by Quicken® or Microsoft® Money
Internet account access uses the highest level of security available so your information is always protected.
The enrollment process begins by contacting your account officer. Simply call your account officer
or email us.
View Your Account Online
View Online User Guide