Discover an elevated web and mobile experience to monitor your accounts, manage your cash activities and engage with your dedicated Private Advisor team with the option to consolidate your entire net worth in one place.
Seamlessly monitor your accounts from a single summary page, which includes:
• Historical Value
• Asset Allocation
• Gains and Losses
View your entire net worth by adding accounts at other financial institutions, as well as other assets and liabilities.
Experience the full capabilities of Rockefeller Digital through our comprehensive mobile applications to conveniently monitor your financial information wherever you are.
Your personal and financial information is protected through a variety of industry-leading protocols, including:
• Multifactor authentication
• Electronic authorization of transactions
• Mobile device biometrics
• Bring-your-own-identity authentication
• Continuous threat monitoring and protections
• Responsive security enhancements
Investing involves risk, including risk of loss. Rockefeller Capital Management is the marketing name of Rockefeller Capital Management L.P. and its affiliates. Investment advisory, asset management and fiduciary activities are performed by the following affiliates of Rockefeller Capital Management: Rockefeller & Co. LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware) and Rockefeller Financial LLC, as the case may be. Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC); Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). These registrations and memberships in no way imply that the SEC has endorsed the entities, products or services discussed herein. Additional information is available upon request.