Account Access for Current Arboretum Clients
While monthly paper statements offer a good long term method of tracking the progress of your wealth, real time online access to your account balances and activity provides you with a truly transparent window into how your wealth is being managed. In keeping with our commitment to reduce paper waste, we provide you with as much information as possible online.
If you are a current client who would like online access to your account, please contact your account administrator. If you already have a username and password, please use the link below to our secure account portal.
You will be redirected to our secure GreatBanc portal.
In-Office Appointments
If you’d like to come in and meet with us in the office, just reach out to your Arboretum Trust Administrator to schedule a meeting. We do not currently accept walk-ins or unscheduled appointments.