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Via a secure internet connection, our online account access system allows you to:

  • View individual or multiple accounts
  • View asset and transaction information 24/7
  • Research specific portfolio holdings, transactions and security information
  • Access high-level summary information for current and past account holdings
  • Download financial information via Quicken and other applications
  • Receive detailed performance measurement
  • View, print or store periodic trust statements
  • Trade On-line (Direct Select Account holders only)
Technology

Qualified Retirement Plans

Benefit Trust Company is committed to identifying, developing and providing state of the art technology. Whether it involves investment execution, communication methodology or asset reporting, we are dedicated to maintaining a client-centric platform advantageous to our clients.

© 2012 Benefit Trust