Columbia Private Trust
Quickly access and track your Columbia Private Trust accounts from any device.
About Columbia Private Trust
With the Columbia Private Trust (CPT) mobile app, you can quickly access and track your Columbia Private Trust accounts. With the app’s simple navigation, you can conveniently monitor and stay connected to your investment accounts. View balances and transactions, and manage your contact information, all from your mobile device.
Other features include:
• A dashboard summarizing your investment accounts, market value, and how your money is invested
• Graphical views showing the value of your investments over time
• Landscape views for more detailed views of your accounts
You must currently have access to your accounts on the Pacific Premier Wealth Online site to be able to use the CPT mobile app. For assistance in registering for online access, please contact Columbia Private Trust Client Services.
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