Works for you,
not against.
Investing plans that meet all your needs.
Brokerage Account
General Investing
We offer investment options from stocks to real estate, allowing you to grow your wealth efficiently.
USD Account (...3872)
IRA Account
Retirement Investing
Save and invest for your retirement years, ensuring a comfortable lifestyle when you stop working.
2023
Trinity offers a range of investment types that suit your retirement goals.
Goal-based Planning
Provides customized investment strategies tailored to help users achieve their retirement.
Automated Rebalancing
Monitors the performance of users' portfolios and automatically adjust asset allocations.
Retirement Income Projections
Allows users to visualize their projected income streams to make informed decisions.
Brokerage Account
$12,650.27
$201.28 (+12.3%)
USD Account (...4231)
Brokerage
Cash Account
Checking
Cash Account
Checking
Cash Account
Savings
$10,876.27
Now
$987.00
Now
$601.00
1 day ago
$214.00
1 day ago
One-click Transactions
Trinity's platform streamlines the investment process with one-click transactions, allowing users to execute trades and transactions quickly and efficiently. Whether buying stocks, adjusting asset allocations, or making contributions to retirement accounts.
Summary
Total Value
$24,235.67
Cash
30%
Investments
70%
Debt
0%
Day Change
+$135.50 (0.50%)
View Statements
Customizable Dashboard
Trinity's platform offers a customizable dashboard that allows users to personalize their experience based on their preferences and priorities. Users can rearrange widgets, add or remove modules, and tailor the dashboard layout to suit their individual needs.
Brokerage Account
$12,650.27
->
$201.28 (+12.3%)
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Real-Time Alerts & Notifications
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Hear it from the community
Investing plans that meet all your needs.
"Its the greatest investment we've made in our employees"
By integrating Trinity into our benefits package, our team has gained invaluable tools for managing their finances and planning for the future. Not only does Trinity offer a user-friendly platform with intuitive features, but their commitment to security and personalized guidance has earned our trust.
John Doe
Chief Operating Officer at Elastic AI
Acme employees saved an average of 20% more with Trinity
Partnering with Vital, Trinity helped employees save over $2 million directly from their paycheck.
Connect directly to your bank
Sync your bank accounts safely and securely, allowing you to gain a comprehensive overview of your finances in one convenient location.
Security is built in, from the ground up.
Our robust security measures are designed to protect your sensitive data and give you peace of mind.
Bank-Level Encryption
With robust encryption protocols in place, your data is securely transmitted and stored, ensuring that your personal and financial details remain protected.
Two-Factor Authentication
This additional security measure helps prevent unauthorized access to your account, providing you with peace of mind knowing that your financial data is safe.
Questions & Answers
Learn more about what Trinity has to offer or feel free to contact us at support@trinity.com
Start investing with Trinity Financial Today
We offer a variety of flexible services that cater to all types of needs and wants.