Clients with funds under management by our Wealth Management & Advisory Services Group can monitor their portfolios using Portfolio Online.

No special software is required, and you can access Portfolio Online from any computer connected to the Internet, 24 hours a day. The highest levels of online security protect your online activity.

Using Portfolio Online, you can access information about both your holdings and your transactions:

• Holdings
  
  • View current account holdings
  • View past statement period account holdings
  • Download files of current and historical account holdings
    
  • Access security-specific investment detail
    
• Transactions
  
  • View current account history
    
  • View past statement period account history
    
  • Download files of current and historical account history

Web-based access to holdings and transactions for external investment managers

Portfolio Online offers external investment advisors easy access to holdings and transaction data in a secure, real-time, web-based environment. Using this powerful application, investment managers can:

• Download data to their PCs and portfolio management applications.
• View individual accounts or combine multiple accounts.
• Directly enter trade information for electronic upload to Washington Trust via the Internet.
• Access high-level graphical displays of summary information for current and past account holdings.
• Review tax lot information, categorized by registration code, for portfolio holdings.
• Research specific portfolio holdings, transactions and security information via the Internet.

Other benefits

• Increased efficiency in custodian communication - a time and cost-savings benefit.
• Electronic traded initiation bypasses the need for phone calls and faxes.
• Direct communication from our system to your portfolio management system reduces the need for manual handling of data and statement delivery.