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Account Access

Comprehensive Account Information at Your Fingertips

Woman at a table using her phone

We understand that you value superior service, insight and convenience. With two convenient tools to choose from, it is easier than ever to find the information you're looking for.

Online Account Access

At, you have the ability to see your U.S. Trust, banking, and brokerage relationships within a convenient integrated, single-screen view. 

U.S. Trust Online Account Access Provides:

  • Intuitive navigation and comprehensive account information – including summary, holdings and activity detail
  • Customized reports on your Trust, Custody or Investment Accounts
  • A direct connection with your U.S. Trust Advisor through Secure Message Center and Documents from U.S. Trust
  • Proprietary market insights and timely perspectives
  • Access to historical account statements with the ability to go green and suppress paper statements

Mobile Account Access

Account Access has never been so easy. Stay connected anytime, anywhere with our mobile apps for iPhone and iPad. The U.S. Trust mobile apps are available to clients who have registered for U.S. Trust Online Account Access.

With U.S. Trust mobile applications, you can review balances, holdings and transactions. Review historical data and asset charts. Access market news, insights and Our Latest Thinking. Manage and monitor your watchlists or create new ones. Communicate securely with your U.S. Trust Advisor with secure messaging.

We view our clients' online security as paramount. As such, the app incorporates market-leading mobile security with fraud detection and a range of customizable authentication options. Access to the app can be gained through Touch ID, Apple's fingerprint recognition technology. 

Questions & Answers

What is the cost to use these apps?
There is no charge to download and use any U.S. Trust application. Depending on your mobile device, you may be charged access fees by your wireless service provider. Please check with your provider for details on possible fees.

What do I need to use these apps?
Details about the operating systems for each device are listed below. Your device must be able to access the Internet, and you must have an investment, trust or custody account with U.S. Trust and be enrolled for online web access.

Device OS & Features
iPad iOS 9.0 or later
iPhone/iPod Touch iOS 9.0 or later

How secure are these apps?
We are committed to protecting your privacy and use the same advanced encryption technology on your device as we use on our website. For details about our Privacy Policy, visit our client information protection site here.    

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