TCB PWA Portal

Through TCB PWA Portal, clients can access their accounts, view investment performance, and asset allocation, monitor credit and access the Document Vault through one singular, streamlined access point. Clients can add external investment accounts, credit cards, and checking or savings accounts through Plaid to enable a holistic view of finances in one convenient location, and account balances, asset allocations and transaction information will update automatically. Clients also have the option to 'co-browse' the TCB PWA Portal application with their Private Wealth Advisor, allowing for real-time, hands-on strategy and planning.

Recent changes:
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes