Welcome to your online portfolio!
We have provided this online gateway for clients who would like to access their online portfolio at any time of the day, from anywhere they have access to the Internet.
Important Update About Your Client Portal Access
We’ve recently upgraded our Client Portal experience. If you haven’t already received an invitation, you will soon get an email from no-reply@addepar.com with a secure link to set up your new login. This link is valid for two weeks. If it expires, your advisor can easily resend it.
The new portal provides a secure, streamlined way to gain access to your account from your desktop or iPhone. Access can also be extended to trusted individuals such as family members or advisors, with customized visibility.
If you have not seen the invitation email or have questions about your access, please contact your advisor for assistance.
Learn How to Navigate the New Client Portal
Begin by choosing your Whittier Trust office location:
To access your donor-advised fund online, click here:
