Salem Trust Company - Deerfield Beach - Tampa FL

Client Portal

Client Portal

Salem Trust sets up each client or service partner individually with the degree of secure access appropriate for each person. Client service providers, investment managers and stakeholders may use the portal to:

  • Access trades, asset positions, statements and reports
  • Download data and custom reports to Excel and accounting software
  • Transfer data files for benefit payment needs
  • Model cash projections for up to 99 days
  • Manage single or multiple accounts

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Salem Trust Company is regulated by the Florida Department of Financial Regulation, Department of Financial Institutions