Columbia Private Trust

Content rating
Everyone
50+
Downloads
Content rating
Everyone
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About this app

With the Columbia Private Trust (CPT) mobile app, you can quickly access and track your Columbia Private Trust accounts. With the app’s simple navigation, you can conveniently monitor and stay connected to your investment accounts. View balances and transactions, and manage your contact information, all from your mobile device.

Other features include:

• A dashboard summarizing your investment accounts, market value, and how your money is invested
• Graphical views showing the value of your investments over time
• Landscape views for more detailed views of your accounts

You must currently have access to your accounts on the Pacific Premier Wealth Online site to be able to use the CPT mobile app. For assistance in registering for online access, please contact Columbia Private Trust Client Services.
Updated on
Mar 6, 2026

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