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  1. Olympia Trust Company
  2. FAQs
  3. 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 .

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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)?
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