Enhance Your Financial Journey

Introducing Wealth Access:

  • Clock View your accounts anytime, anywhere, and from any device.
  • Person Gain increased visibility into your full financial picture.
  • Phone Collaborate with your advisor and store documents securely.

Communicate directly with your advisor when it’s convenient for you.

See your full financial picture

Get a true, holistic view of all of your accounts, including from other institutions, so that we can keep you on track.

Activate Wealth Access today.

Activate Wealth Access today.

Not a Boston Private client?

Learn more about our holistic approach to wealth planning.

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