Coastline Trust Mobile

5+
Downloads
Content rating
Everyone
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About this app

The Coastline Trust Company app allows you to access and track your investment account(s) from anywhere. With the app’s simple navigation, you can easily monitor and stay connected to your investment account(s) anytime. In just a few clicks you can access your holdings, asset allocations, and transactions. In addition, the app’s capabilities include:

- A dashboard summarizing your investment account(s), market value, and how your money is invested
- Graphics illustrating the value of your investments over time
- Landscape views for more detailed views of your account(s)

You must currently have access to the online portal to be able to use this application. For assistance in registering, please contact your Financial Advisor or Relationship Manager.
Updated on
Oct 28, 2025

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
This app may collect these data types
Location, Personal info and 3 others
Data is encrypted in transit
Data can’t be deleted

What’s new

This release includes performance enhancements and bug fixes.

App support

About the developer
Coastline Trust Company
rbelmont@coastlinetrust.com
90 Elm St Ste 3 Providence, RI 02903 United States
+1 401-751-3010