Loring Wolcott and Coolidge

The LWC Wealth Access Mobile App provides a clear, complete, and simple way for you to view your personal balance sheet from anywhere at any time. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to view your statements on-the-go. The LWC Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.

KEY MOBILE APP FEATURES:

View entire portfolio in real time
Simplified reporting and access
Accessible from anywhere
Client service team to assist in aggregation set-up and onboarding
Multi-generational wealth views
Fully integrated with the industry’s leading financial planning systems