Baltimore Conservatory - Greg Otto

Trust Login

CLICK HERE TO ACCESS YOUR TRUST ACCOUNT

Features:

  • Provides Web access to trust accounts 24 hours per day, 7 days per week.
  • Users can view:
    • Previous day's snapshot of their asset holdings (includes number of shares, current unit cost, current market value and description of assets.
    • Detailed transaction histories.
    • Pie and bar chart allocation profiles.
  • Users can download data and import into their favorite spreadsheet.
  • If authorized to view multiple trust accounts, Users may access and switch between all accounts from one convenient page.

IMPORTANT NOTE:

Asset prices are updated daily, weekly or monthly by our pricing service, with a few exceptions. These exception items must be manually priced by Clark & Hough. Last priced date is provided.
Please contact Clark & Hough to receive your User ID and Password. If you already have this information available, simply click on the link above to access your account. If you experience any difficulties, please contact Gail Maggard by e-mail at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or by telephone at 443-563-1085.

N O T I C E

Please be advised that each Monday morning between the hours of 7:30 A.M. and 8:30 A.M. EST this site will be unavailable.