March 20, 2020
The health and wellbeing of our clients, our team and our community is important to us. We have new precautionary measures in place to help keep everyone safer during these unprecedented times, while continuing to provide you with expert advice and excellent service.
As we monitor the situation in each local market, we continue to shift employees to working from home when necessary. Regardless, our teams are always available via email and phone. Please visit our Offices page for local contact information.
The best procedure is to send all mail to us electronically. If you are unable to do so, contact us and we will provide instructions on where to mail letters and packages.
As always, our commitment is to ensure we remain well positioned to continue to serve you. We are monitoring events closely and are prepared to meet your needs under a range of circumstances. We value your relationship and appreciate your patience and understanding as we all navigate these rapidly unfolding events.
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Internal Custody:If your assets are custodied with Atlantic Trust, please select the internal custody version of Atlantic Trust Portfolio Online to view your portfolio information.
External Custody:If your assets are custodied with an external custodian, such as Schwab, Fidelity or The Bank of New York, you may access the external version of Atlantic Trust Portfolio Online.
Sponsored Funds Investors:If you are an investor in any of the Atlantic Trust Sponsored Funds, you may access the Atlantic Trust Investor Dashboard here.
Safari Browser Users:To access login links, you will need to deselect the "Block pop-up windows" option under your security preferences.
For further assistance, please contact your Atlantic Trust client service team.