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PortfolioConnect 

Login to PortfolioConnect

Eastern Bank Wealth Management clients can enjoy the convenience of accessing their investment portfolio safely and comfortably from anywhere there is an Internet connection using Eastern PortfolioConnect.SM

 

  Monitor the current market value of your portfolio.

  Review investment transactions.

  Evaluate portfolio allocation.

  Track unrealized gains and losses.





PortfolioConnect uses the highest level of encryption available today (128-bit) to provide secure access to your Investment account. Encryption is a method of scrambling data so that it is unintelligible to anyone who may intercept it as it passes over the Internet. You will need a browser with high-security 128-bit secure socket layer (SSL) encryption to use PortfolioConnect.

Security Reminders

  Use a password that is hard to guess, so avoid using names, initials, or dates (such as your birthday).

  Your password must contain a minimum of 8 characters, with at least one upper case letter, one lower case letter,
    one number, and one special character.

  Be sure to log out of PortfolioConnect when you are done.

  If you think that your password has been compromised, immediately change it at the PortfolioConnect login screen.

  Learn more about protecting yourself online on our Privacy and Security page.

You must have an Investment account with Eastern Bank Wealth Management to sign up for PortfolioConnect. To enroll, simply call your Account Officer. You can find the Account Officer's name and phone number at the top of your Investment account statement.