Account Access

You can view all of your U.S. Trust account information and our latest thinking on your iPad®. The application provides comprehensive access, easy navigation and direct connection with your advisors.

The Client Account Access iPad application allows for easy and customizable access to a wealth of portfolio and account information.

  • Login with your existing U.S. Trust Account Access User ID and password.
  • Custom dashboard allows you to choose from a dozen widgets, including Portfolio Summary, Holdings, Activity, Asset Allocation, Realized Gain/Loss Estimated Investment Income.
  • Research & Insights dashboard contains a wide range of market data and U.S. Trust thought leadership.
  • Quickly and easily contact U.S. Trust associates.

The U.S. Trust app for the iPad is available to clients who have online access to the U.S. Trust Account Access website. By downloading and using this app, you agree to the current terms and conditions.

If you are not yet registered for online account access — contact your U.S. Trust advisor today or call 1.800.USTRUST (878.7878) to learn more about how to enroll.

CLIENT INFORMATION PROTECTION

Click here to learn how U.S. Trust and Bank of America help to keep your account information secure.