Client Tools

 

Client Account Access - powered by Bridge Portfolio

For quarterly performance reports, etc. 

Logon to www.bridgeportfolio.com/trinity

You will need to enter your User ID and Password supplied to you by your advisor.

If you do not currently have a User ID and Password you will need to contact your advisor and request that they send it to you.

 

 

Coming soon - additional tools to to help analyze and manage your financial portfolio: 

eMoney - powered by Wealth Management