SCS Pooled Trust vs SCS Client Portal

The SCS POOLED TRUST application is a secure and easy to use app gives you access to a broad array of tools to manage your account on the go. SCS is committed to your security with two factor authentication, and text alerts. Get started by applying for your trust account online. Here’s how it works: Create an account Schedule a direct debit Request disbursements View/modify your account information. Monitor your bills and expenses. Receive alerts to notify you when bills are paid. Download statements Send your case manager a secure message 24/7

SCS Client Portal iOS app gives you a clear, complete view of your portfolio - right from your iPhone or iPad. Securely access your investment information, explore detailed dashboards, review files, and stay connected to your financial picture anytime, anywhere. Key Features: - Comprehensive Portfolio View​ Instantly see your full portfolio with intuitive summaries, key metrics, and consolidated insights. - Deep-Dive Analytics Explore detailed dashboards across allocation, holdings, portfolio changes, and more.​ - Secure Document Center Access, filter, download, and upload important files - including quarterly statements, letters, and reports. - Personalized Experience Switch easily between multiple portfolios or entities, customize light/dark mode, and tailor your display preferences. - Privacy & Security at the Core Protect your account with industry standard encryption, multifactor authentication, and built-in security features. Whether you’re tracking your portfolio’s value, preparing for a meeting, or simply staying informed, the SCS Client Portal app helps you oversee your wealth with clarity and confidence.​ *Screens shown use sample data to depict typical app experience and are subject to change. Please read disclosures for important information.