TrinityBridge

TrinityBridge

Keep track of your investments

0 ratings
7 reviews
Free

Details

  • Released
  • Updated
  • September 1, 2020
  • April 11, 2025

Features

TrinityBridge screenshot #1 for iPhone
TrinityBridge screenshot #2 for iPhone
TrinityBridge screenshot #3 for iPhone
iphone
ipad
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About

This app allows existing clients to monitor their investment portfolio performance, review account activity, and analyze their holdings. It provides 24/7 access to documents and notifications for a clear overview of financial management.

Monitor portfolio performance
Review account activity
Analyze investments
Read documents and notifications
24/7 access
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What's New in TrinityBridge

2.0

April 11, 2025

The app has been updated to reflect our name change from Close Brothers Asset Management to TrinityBridge.

User reviews

No longer saves any login details

Recently the app seems to forget the username and password details every time, which is very frustrating.
Then, when you finally get past that and enter further letters from your memorable word, it previously used to jump ahead for you to enter each letter, but now you have to click into each box. Takes so much longer to log in now.
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Very poor app

Not sure what purpose it is supposed to serve. Requires multiple presses to obtain any useful information.

Disappointing with clunky authentication

We’ve just switched to CB and the app feels like we’re going back in time. Biometric authentication should make it easy logging in but the username and password aren’t automatically populated; biometric login (which should fix this) stops working without any reason and the only way to get it working is to reinstall; and either way, you need to enter 3 characters from the memorable phrase. Why? Every other institution is happy with biometrics solely for access so please fix it. If I’d realised how bad the tech is we would have honestly thought twice about switching.
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Review of app

Using it for a few days now . Just a couple of points . My portfolio is USD base but in the investment list each individual stock has £ sign in front of market value although actual figure is a USD mv.

Secondly there is an option of seeing performance over 30 days or one year. However the current mv figure is different on each option - maybe one of them is updating in real time ?

Also as well as 30days / 1 year could you add YTD performance as well?

Otherwise really good addition to reporting tools. Thanks.
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Almost there

Great idea shame the biometric log in doesn’t work
That would be helpful

FAQ

Is TrinityBridge available for free?

Yes, TrinityBridge is available for free. The app itself does not have a cost to download or use.

What devices support TrinityBridge?

TrinityBridge is supported on iPhone and iPad devices, offering a seamless experience for Apple users.

How secure is TrinityBridge?

TrinityBridge is designed for existing TrinityBridge clients, implying a focus on secure access to sensitive financial information. Specific security protocols are not detailed in the provided information.

What kind of transactions can I review in TrinityBridge?

The app allows users to review account activity and transactions related to their investments. Specific transaction types are not detailed but would typically include trades, dividends, and fees.

Does TrinityBridge have ads?

No, TrinityBridge does not contain advertisements. The app is free to use and does not display any ads.

How often is TrinityBridge updated?

The latest version of TrinityBridge is 2.0, and it was last updated on April 11, 2025. This indicates regular updates to maintain functionality and security.

What is the age rating for TrinityBridge?

TrinityBridge has an age rating of 4+, making it suitable for a wide range of users. This rating suggests minimal content that would be inappropriate for younger audiences.

Can I use TrinityBridge to open a new account?

No, TrinityBridge is exclusively for existing TrinityBridge clients. To learn about becoming a client, you should visit www.trinitybridge.com/get-in-touch.