Greenleaf Trust Retirement

GreenleafTrust
3.4
7 reviews
1K+
Downloads
Content rating
Everyone
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About this app

Greenleaf Trust is a privately held and managed trust-only bank, with specialized disciplines in wealth management, trust administration, and retirement plan administration.
Managing and sustaining our clients’ wealth from generation to generation is not a sideline; it’s our sole purpose.
Updated on
Aug 30, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
No data collected
Learn more about how developers declare collection
Data is encrypted in transit
You can request that data be deleted

Ratings and reviews

3.4
7 reviews
A Google user
April 18, 2020
This is the worst company I've ever dealt with. I've spent 2 years just trying to get them to resolve my password issues with my account. Everytime I want to access my account I have to spend an hour on hold to get them to fix my password access only for it to fail the very next time. These are the people I'm suppose to trust with my retirement? Completely unprofessional and incredibly frustrating.
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GreenleafTrust
May 6, 2020
Our apologies for the frustration you've experienced with your password issues Jeremy. We are happy to assist in resolving these issues. Please feel free to reach out to our Participant Services Team via email: participant@greenleaftrust.com or via phone: 866.553.8400 and we can assist you with a password reset to access your account.
Sonja H
May 6, 2020
I cant even log on. There is no help button or a option to hit if you've forgot your username or password...ughhh...But thank you for getting with me so fast & fixing my problem. Works great now
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GreenleafTrust
May 6, 2020
Hi Sonja! We are happy to assist you with getting logged into your account. Please contact our Participant Services Team via email at: participant@greenleaftrust.com or via phone at: 866.553.8400. You can also use the "Forgot User ID or Password" function on the retirement plan login page on our website at: eb.greenleaftrust.com.
Kristen Tidd
May 4, 2020
Love this new app! Works beautifully.
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GreenleafTrust
May 6, 2020
Thank you for the review Kristen! Glad to hear that you are loving the app! :)
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