Evercore Wealth and Trust
Quickly view your financial picture and interact with your advisor team!
About Evercore Wealth and Trust
Welcome to the mobile app for clients of Evercore Wealth Management and Evercore Trust Company. An extension of our online client portal, this app allows you to securely:
- View account balances, holdings, and account activity
- Send and receives files from your wealth advisor
- View and download statements and documents
- View our latest news and perspectives
Simply download the app and log in with your existing credentials. For more information, visit https://evercorewealthandtrust.com
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