Proactive planning to address wealth transfer, potential cognition and capacity issues, and management of healthcare can give you the freedom to enjoy the people and activities you love as you move into the next phase of your life.
Contact Linda Beerman, Head of Wealth Strategies
Contact Thersa Marx, Senior Wealth Strategist
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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.
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For further assistance, please contact your Atlantic Trust client service team.