By logging in to the Haverford Direct portal as a Haverford Trust client, you can:
- View and manage your accounts
- Monitor transactions
- Access monthly and quarterly statements
The portal provides detailed insights into your investments and asset allocation so you can make informed investment decisions.
Clients who engage with our Wealth Planning team alongside their Portfolio Management team can access the eMoney wealth planning portal to:
- Set, track, and adjust your financial goals
- View reports designed to analyze retirement sustainability, risk management techniques, and estate planning strategies
