Olympia Trust Company
FAQs
Accounts and Investment Inquiries

How do I find out which investment(s) I hold?

Anna Le

Updated December 14, 2022 16:11

You can view your investment holdings by logging into your Client Portal here or by downloading our mobile app from the Apple App Store or Google Play .

Articles in this section

Why do I have an account with Olympia?
How can I open a new self-directed account?
What is a self-directed account?
Who is the investment company and why should I contact them?
How can I close my account if I believe my investment is worthless?
How do I find out which investment(s) I hold?
Can Olympia provide me updates on my investment(s)?
Can Olympia provide my investment money back to me?
Can I sell / redeem my investment?
How can I update the beneficiary(ies) on my account(s)?