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Screenshots

  • PTC Wealth screenshot 1
  • PTC Wealth screenshot 2
  • PTC Wealth screenshot 3

About PTC Wealth

The Philadelphia Trust Company app allows you to access and track your investment accounts from anywhere. With the app’s simple navigation, you can easily monitor and stay connected to your investment accounts anytime. In just a few clicks you can access your holdings, asset allocations, and transactions. In addition, the app’s capabilities include:

- A dashboard summarizing your investment accounts, market value, and how your money is invested
- Graphics illustrating the value of your investments over time
- Landscape views for more detailed views of your accounts

You must currently have access to the online portal to be able to use this application. For assistance in registering, please contact your Relationship Manager.

What’s new

Version 51.1.1 · Updated July 9, 2026

Bug Fixes Performance and Enhancements.

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