Welcome to the Cambridge Trust Wealth Management Portal

Simplify Your Financial Life

Cambridge Trust has partnered with Wealth Access to provide clients with convenient, secure access to all of your financial account information anywhere, any time and from any device.


Click image below to watch the Overview Video and learn more about the Wealth Management Portal:

Learn More About the Wealth Management Portal

844-251-4244 Email Us
 

KEY FEATURES

  • View all your financial accounts in one place
  • Simplify reporting and access
  • Access from anywhere
  • Store financial documents in a secure, digital vault
  • Allow access for your Bankers, Accountants, Lawyers and Family Members
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ENROLL

Contact your Relationship Manager or our Client Resource Center at 844-251-4244.
 

Need Help with the Wealth Management Portal?

 
 

FAQs

  • What is the Wealth Management Portal?
    The Wealth Management Portal enables you to access your financial portfolio using a single username and password. Upon logging in, you can consolidate, monitor, and analyze accounts from over 20,000 sources, including banks, brokerages, retirement accounts, equity-based compensation, insurance, mortgages, and credit cards. The Wealth Management Portal gives you a 360° view of your net worth, all in one place. 
  • How secure is the Wealth Management Portal?
    We use state-of-the-art security tools to ensure that your your personal information is kept encrypted at all times. Your financial institution login credentials are stored securely using multi-layered hardware and software encryption. The Wealth Management Portal provides a strictly "read only" version of your transaction information: banking usernames and passwords are never displayed.
  • How does the Wealth Management Portal get my account information?
    The Wealth Mangement Portal uses your login credentials to establish a secure connection with your financial institution(s). This enables us to download and categorize your transaction information securely and automatically.
  • What computers and devices can I use the Wealth Management Portal on?
    Because the Wealth Management Portal is browser-based, you can access the site from any computer. You can also access our site from most mobile devices. We officially support the latest 2 versions of Chrome, Safari, Firefox, Edge, and IE11.